Burkett Financial Services’s iShares US Technology ETF IYW Stock Holding History

Burkett Financial Services’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	$160K	Hold	605	–	–	0.05%	65
2026 Q2	$153K	Hold	605	–	–	0.05%	59
2026 Q1	$110K	Buy	605 +1	+0.2%	+$193	0.04%	67
2025 Q4	$121K	Sell	604 -1	-0.2%	-$200	0.04%	65
2025 Q3	$118K	Buy	605 +1	+0.2%	+$183	0.04%	67
2025 Q2	$105K	Hold	604	–	–	0.04%	67
2025 Q1	$84.8K	Hold	604	–	–	0.03%	70
2024 Q4	$96.3K	Hold	604	–	–	0.04%	64
2024 Q3	$91.5K	Buy	604 +1	+0.2%	+$147	0.04%	63
2024 Q2	$90.8K	Hold	603	–	–	0.05%	59
2024 Q1	$81.4K	Buy	603 +1	+0.2%	+$130	0.04%	67
2023 Q4	$74K	Buy	+602	New	+$68.2K	0.04%	71

Other funds holding IYW

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

FCFC

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Burkett Financial Services's IYW Position: Q3 2026 in Review

Burkett Financial Services held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 605 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #65.

Burkett Financial Services first reported a position in IYW in Q4 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Burkett Financial Services held 605 shares of iShares US Technology ETF worth $160K as of Q3 2026.
Burkett Financial Services left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.05% of Burkett Financial Services's portfolio in Q3 2026, its #65 holding.
Burkett Financial Services first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.