Cambridge Advisors’s iShares US Technology ETF IYW Stock Holding History

Cambridge 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	$504K	Hold	2,000	–	–	0.09%	126
2026 Q1	$363K	Hold	2,000	–	–	0.07%	137
2025 Q4	$399K	Hold	2,000	–	–	0.08%	131
2025 Q3	$392K	Hold	2,000	–	–	0.08%	131
2025 Q2	$347K	Hold	2,000	–	–	0.07%	134
2025 Q1	$281K	Hold	2,000	–	–	0.06%	150
2024 Q4	$319K	Hold	2,000	–	–	0.07%	136
2024 Q3	$303K	Hold	2,000	–	–	0.07%	142
2024 Q2	$301K	Hold	2,000	–	–	0.07%	139
2024 Q1	$270K	Hold	2,000	–	–	0.06%	151
2023 Q4	$246K	Hold	2,000	–	–	0.06%	153
2023 Q3	$210K	Hold	2,000	–	–	0.06%	159
2023 Q2	$218K	Buy	+2,000	New	+$196K	0.06%	158
2022 Q2	–	Sell	-2,000	Closed	-$206K	–	187
2022 Q1	$206K	Hold	2,000	–	–	0.05%	176
2021 Q4	$230K	Hold	2,000	–	–	0.05%	170
2021 Q3	$203K	Buy	+2,000	New	+$209K	0.05%	174

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

PAMG

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

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

Cambridge Advisors's IYW Position: Q2 2026 in Review

Cambridge Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,000 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #126.

Cambridge Advisors first reported a position in IYW in Q3 2021 and has held it in 16 quarters since. 351 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cambridge Advisors held 2,000 shares of iShares US Technology ETF worth $504K as of Q2 2026.
Cambridge Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.09% of Cambridge Advisors's portfolio in Q2 2026, its #126 holding.
Cambridge Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 16 quarters since.
351 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.