Balance Wealth’s iShares US Technology ETF IYW Stock Holding History

Balance Wealth’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Buy	8,508 +38	+0.4%	+$8.73K	0.57%	41
2026 Q1	$1.54M	Sell	8,470 -11	-0.1%	-$2.13K	0.48%	46
2025 Q4	$1.69M	Sell	8,481 -14	-0.2%	-$2.8K	0.54%	42
2025 Q3	$1.66M	Sell	8,495 -3,586	-30%	-$656K	0.41%	40
2025 Q2	$2.09M	Sell	12,081 -616	-5%	-$93.4K	1.23%	21
2025 Q1	$1.78M	Buy	+12,697	New	+$1.98M	1.16%	24

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Balance Wealth's IYW Position: Q2 2026 in Review

Balance Wealth increased its iShares US Technology ETF (IYW) stake by 0.45% in Q2 2026, buying an estimated $8.73K and bringing the position to 8,508 shares worth $2.15M. The position accounts for 0.57% of the portfolio, ranked #41.

Balance Wealth first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Balance Wealth held 8,508 shares of iShares US Technology ETF worth $2.15M as of Q2 2026.
Balance Wealth bought 38 iShares US Technology ETF shares in Q2 2026, an estimated $8.73K.
iShares US Technology ETF made up 0.57% of Balance Wealth's portfolio in Q2 2026, its #41 holding.
Balance Wealth first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.