BLVD Private Wealth’s iShares US Technology ETF IYW Stock Holding History

BLVD Private 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 Q3	$934K	Sell	3,525 -26	-0.7%	-$6.49K	0.69%	34
2026 Q2	$896K	Sell	3,551 -13	-0.4%	-$2.99K	0.67%	33
2026 Q1	$647K	Sell	3,564 -236	-6%	-$45.6K	0.56%	37
2025 Q4	$759K	Hold	3,800	–	–	0.66%	33
2025 Q3	$744K	Sell	3,800 -205	-5%	-$37.5K	0.64%	32
2025 Q2	$694K	Buy	+4,005	New	+$607K	0.65%	33

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

BLVD Private Wealth's IYW Position: Q3 2026 in Review

BLVD Private Wealth reduced its iShares US Technology ETF (IYW) stake by 0.73% in Q3 2026, selling an estimated $6.49K and leaving 3,525 shares worth $934K. The position accounts for 0.69% of the portfolio, ranked #34.

BLVD Private Wealth first reported a position in IYW in Q2 2025 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

BLVD Private Wealth held 3,525 shares of iShares US Technology ETF worth $934K as of Q3 2026.
BLVD Private Wealth sold 26 iShares US Technology ETF shares in Q3 2026, an estimated $6.49K.
iShares US Technology ETF made up 0.69% of BLVD Private Wealth's portfolio in Q3 2026, its #34 holding.
BLVD Private Wealth first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 6 quarters since.
334 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.