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Cahill Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Cahill Financial Advisors’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 		$4.13M Sell
16,375
-1,153
-7% -$265K 0.4% 46
2026
Q1 		$3.18M Sell
17,528
-51,734
-75% -$10M 0.34% 53
2025
Q4 		$13.8M Sell
69,262
-292
-0.4% -$58.4K 1.51% 17
2025
Q3 		$13.6M Buy
69,554
+342
+0.5% +$62.6K 1.55% 17
2025
Q2 		$12M Buy
69,212
+3,365
+5% +$510K 1.49% 18
2025
Q1 		$9.25M Buy
65,847
+3,947
+6% +$615K 1.26% 20
2024
Q4 		$9.87M Buy
61,900
+3,355
+6% +$531K 1.34% 19
2024
Q3 		$8.88M Buy
58,545
+21,821
+59% +$3.21M 1.21% 21
2024
Q2 		$5.53M Buy
36,724
+11,342
+45% +$1.57M 0.76% 26
2024
Q1 		$3.43M Buy
+25,382
New +$3.3M 0.47% 41

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cahill Financial Advisors's IYW Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 6.6% in Q2 2026, selling an estimated $265K and leaving 16,375 shares worth $4.13M. The position accounts for 0.4% of the portfolio, ranked #46.

Cahill Financial Advisors first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.8M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cahill Financial Advisors held 16,375 shares of iShares US Technology ETF worth $4.13M as of Q2 2026.
  • Cahill Financial Advisors sold 1,153 iShares US Technology ETF shares in Q2 2026, an estimated $265K.
  • iShares US Technology ETF made up 0.4% of Cahill Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Cahill Financial Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
  • Cahill Financial Advisors's iShares US Technology ETF position peaked at $13.8M in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.