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

Camarda 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	$16.6M	Buy	+65,684	New	+$15.1M	5.01%	2
2026 Q1	–	Sell	-70,023	Closed	-$14M	–	113
2025 Q4	$14M	Sell	70,023 -1,587	-2%	-$317K	5.32%	3
2025 Q3	$14M	Buy	+71,610	New	+$13.1M	5.17%	1
2022 Q1	–	Sell	-2,662	Closed	-$306K	–	121
2021 Q4	$306K	Buy	+2,662	New	+$296K	0.17%	69
2016 Q3	–	Sell	-604	Closed	-$16K	–	231
2016 Q2	$16K	Sell	604 -4,356	-88%	-$115K	0.01%	190
2016 Q1	$135K	Sell	4,960 -9,432	-66%	-$238K	0.08%	121
2015 Q4	$385K	Sell	14,392 -872	-6%	-$23.5K	0.24%	72
2015 Q3	$377K	Buy	15,264 +2,808	+23%	+$72.5K	0.23%	64
2015 Q2	$326K	Buy	12,456 +6,428	+107%	+$173K	0.18%	64
2015 Q1	$158K	Buy	6,028 +2,976	+98%	+$78.2K	0.09%	89
2014 Q4	$80K	Buy	3,052 +1,340	+78%	+$34.2K	0.05%	107
2014 Q3	$43K	Buy	1,712 +16	+0.9%	+$400	0.03%	123
2014 Q2	$41K	Buy	1,696 +504	+42%	+$11.6K	0.03%	138
2014 Q1	$27K	Buy	+1,192	New	+$26.6K	0.02%	125

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Camarda Financial Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 65,684 shares worth $16.6M. The stake represents 5.01% of the portfolio and ranks #2 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in IYW as recently as Q4 2025.

Camarda Financial Advisors first reported a position in IYW in Q1 2014 and has held it in 14 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Camarda Financial Advisors held 65,684 shares of iShares US Technology ETF worth $16.6M as of Q2 2026.
iShares US Technology ETF was a new Camarda Financial Advisors position in Q2 2026.
iShares US Technology ETF made up 5.01% of Camarda Financial Advisors's portfolio in Q2 2026, its #2 holding.
Camarda Financial Advisors first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 14 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.