Canvas Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Canvas Wealth 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	$2.7M	Hold	10,702	–	–	0.38%	50
2026 Q1	$1.94M	Hold	10,702	–	–	0.33%	52
2025 Q4	$2.14M	Hold	10,702	–	–	0.36%	48
2025 Q3	$2.11M	Hold	10,702	–	–	0.38%	50
2025 Q2	$1.94M	Hold	10,702	–	–	0.38%	49
2025 Q1	$1.4M	Hold	10,702	–	–	0.36%	53
2024 Q4	$1.71M	Hold	10,702	–	–	0.43%	42
2024 Q3	$1.62M	Hold	10,702	–	–	0.45%	40
2024 Q2	$1.51M	Hold	10,702	–	–	0.47%	40
2024 Q1	$1.38M	Hold	10,702	–	–	0.47%	42
2023 Q4	$1.32M	Hold	10,702	–	–	0.48%	40
2023 Q3	$1.12M	Hold	10,702	–	–	0.46%	39
2023 Q2	$1.18M	Sell	10,702 -62	-0.6%	-$6.09K	0.44%	41
2023 Q1	$994K	Sell	10,764 -1,558	-13%	-$131K	0.42%	42
2022 Q4	$959K	Buy	12,322 +62	+0.5%	+$4.74K	0.4%	48
2022 Q3	$933K	Sell	12,260 -450	-4%	-$38.2K	0.4%	49
2022 Q2	$1.02M	Sell	12,710 -212	-2%	-$18.8K	0.41%	53
2022 Q1	$1.18M	Sell	12,922 -462	-3%	-$47.2K	0.43%	56
2021 Q4	$1.54M	Hold	13,384	–	–	0.55%	43
2021 Q3	$1.35M	Hold	13,384	–	–	0.55%	43
2021 Q2	$1.33M	Hold	13,384	–	–	0.6%	42
2021 Q1	$1.25M	Buy	+13,384	New	+$1.17M	0.73%	36

Other funds holding IYW

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return