Blue Fin Capital’s iShares US Technology ETF IYW Stock Holding History

Blue Fin Capital’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	$637K	Hold	2,524	–	–	0.09%	96
2026 Q1	$458K	Buy	2,524 +81	+3%	+$15.7K	0.08%	103
2025 Q4	$488K	Sell	2,443 -50	-2%	-$10K	0.08%	103
2025 Q3	$488K	Hold	2,493	–	–	0.08%	100
2025 Q2	$432K	Sell	2,493 -5	-0.2%	-$758	0.07%	107
2025 Q1	$351K	Sell	2,498 -2	-0.1%	-$312	0.07%	114
2024 Q4	$399K	Buy	2,500 +24	+1%	+$3.8K	0.07%	108
2024 Q3	$375K	Hold	2,476	–	–	0.07%	115
2024 Q2	$373K	Buy	2,476 +87	+4%	+$12K	0.07%	110
2024 Q1	$323K	Hold	2,389	–	–	0.07%	117
2023 Q4	$293K	Hold	2,389	–	–	0.08%	119
2023 Q3	$251K	Sell	2,389 -1,815	-43%	-$197K	0.07%	119
2023 Q2	$458K	Hold	4,204	–	–	0.13%	91
2023 Q1	$383K	Sell	4,204 -256	-6%	-$21.5K	0.12%	102
2022 Q4	$332K	Hold	4,460	–	–	0.12%	102
2022 Q3	$327K	Hold	4,460	–	–	0.12%	101
2022 Q2	$356K	Hold	4,460	–	–	0.13%	100
2022 Q1	$459K	Hold	4,460	–	–	0.13%	90
2021 Q4	$512K	Sell	4,460 -179	-4%	-$19.9K	0.14%	88
2021 Q3	$469K	Hold	4,639	–	–	0.14%	87
2021 Q2	$461K	Hold	4,639	–	–	0.14%	88
2021 Q1	$406K	Buy	4,639 +179	+4%	+$15.7K	0.14%	88
2020 Q4	$379K	Hold	4,460	–	–	0.14%	88
2020 Q3	$335K	Buy	4,460 +304	+7%	+$22.2K	0.14%	91
2020 Q2	$280K	Buy	4,156 +176	+4%	+$10.6K	0.12%	95
2020 Q1	$203K	Buy	+3,980	New	+$231K	0.11%	111

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Blue Fin Capital's IYW Position: Q2 2026 in Review

Blue Fin Capital held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,524 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #96.

Blue Fin Capital first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. 724 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Blue Fin Capital held 2,524 shares of iShares US Technology ETF worth $637K as of Q2 2026.
Blue Fin Capital left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.09% of Blue Fin Capital's portfolio in Q2 2026, its #96 holding.
Blue Fin Capital first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
724 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.