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 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

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

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

FCFC

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Burkett Financial Services's IYW Position: Q2 2026 in Review

Burkett Financial Services held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 605 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #59.

Burkett Financial Services first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Burkett Financial Services held 605 shares of iShares US Technology ETF worth $153K as of Q2 2026.
Burkett Financial Services left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Burkett Financial Services's portfolio in Q2 2026, its #59 holding.
Burkett Financial Services first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.