Capital Advantage
IYW icon

Capital Advantage’s iShares US Technology ETF IYW Stock Holding History

Capital Advantage’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
Q3 		$286K Buy
1,080
+217
+25% +$54.2K 0.03% 133
2026
Q2 		$218K Buy
+863
New +$198K 0.03% 148

Other funds holding IYW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Advantage's IYW Position: Q3 2026 in Review

Capital Advantage increased its iShares US Technology ETF (IYW) stake by 25% in Q3 2026, buying an estimated $54.2K and bringing the position to 1,080 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #133.

Capital Advantage first reported a position in IYW in Q2 2026 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Capital Advantage held 1,080 shares of iShares US Technology ETF worth $286K as of Q3 2026.
  • Capital Advantage bought 217 iShares US Technology ETF shares in Q3 2026, an estimated $54.2K.
  • iShares US Technology ETF made up 0.03% of Capital Advantage's portfolio in Q3 2026, its #133 holding.
  • Capital Advantage first reported a position in iShares US Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.