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

Bravera 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	$453K	Hold	1,796	–	–	0.17%	58
2026 Q1	$326K	Hold	1,796	–	–	0.15%	75
2025 Q4	$359K	Buy	+1,796	New	+$359K	0.18%	62

Other funds holding IYW

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

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

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

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

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

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

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

Mendel Capital Management Little Rock, Arkansas $222M AUM

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

Bravera Wealth's IYW Position: Q2 2026 in Review

Bravera Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,796 shares worth $453K. The position accounts for 0.17% of the portfolio, ranked #58.

Bravera Wealth first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bravera Wealth held 1,796 shares of iShares US Technology ETF worth $453K as of Q2 2026.
Bravera Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.17% of Bravera Wealth's portfolio in Q2 2026, its #58 holding.
Bravera Wealth first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.