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BFSG LLC’s iShares US Technology ETF IYW Stock Holding History

BFSG LLC’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 		$11.4K Buy
+45
New +$10.3K ﹤0.01% 563

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

BFSG LLC's IYW Position: Q2 2026 in Review

BFSG LLC opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 45 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings.

297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • BFSG LLC held 45 shares of iShares US Technology ETF worth $11.4K as of Q2 2026.
  • iShares US Technology ETF was a new BFSG LLC position in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #563 holding.
  • 297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.