Capital Advisory Group Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-17,990	Closed	-$3.59M	–	83
2025 Q4	$3.59M	Sell	17,990 -123	-0.7%	-$24.6K	1.06%	22
2025 Q3	$3.55M	Sell	18,113 -231	-1%	-$42.3K	1.1%	21
2025 Q2	$3.18M	Sell	18,344 -215	-1%	-$32.6K	1.14%	23
2025 Q1	$2.61M	Sell	18,559 -492	-3%	-$76.6K	0.99%	31
2024 Q4	$3.04M	Buy	19,051 +1,730	+10%	+$274K	1.09%	25
2024 Q3	$2.63M	Buy	17,321 +376	+2%	+$55.3K	1.04%	29
2024 Q2	$2.55M	Buy	16,945 +716	+4%	+$99K	1.09%	25
2024 Q1	$2.19M	Buy	16,229 +54	+0.3%	+$7.03K	1.04%	28
2023 Q4	$1.99M	Sell	16,175 -642	-4%	-$72.7K	1.06%	28
2023 Q3	$1.76M	Sell	16,817 -1,051	-6%	-$114K	1%	30
2023 Q2	$1.95M	Sell	17,868 -333	-2%	-$32.7K	1.39%	23
2023 Q1	$1.69M	Sell	18,201 -98	-0.5%	-$8.22K	1.02%	28
2022 Q4	$1.36M	Sell	18,299 -9,032	-33%	-$691K	0.93%	34
2022 Q3	$2M	Sell	27,331 -3,401	-11%	-$288K	1.39%	20
2022 Q2	$2.67M	Sell	30,732 -1,629	-5%	-$144K	1.59%	15
2022 Q1	$3.33M	Buy	+32,361	New	+$3.3M	1.55%	14
2021 Q4	–	Sell	-31,565	Closed	-$3.2M	–	330
2021 Q3	$3.2M	Sell	31,565 -2,395	-7%	-$250K	1.16%	22
2021 Q2	$3.38M	Buy	33,960 +2,655	+8%	+$248K	1.23%	19
2021 Q1	$2.75M	Buy	31,305 +9,004	+40%	+$789K	1.07%	24
2020 Q4	$1.9M	Buy	22,301 +6,009	+37%	+$480K	0.8%	32
2020 Q3	$1.23M	Buy	16,292 +2,372	+17%	+$173K	0.64%	38
2020 Q2	$939K	Buy	+13,920	New	+$840K	0.52%	41

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Capital Advisory Group Advisory Services's IYW Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 17,990 shares — an estimated $3.59M sold.

Capital Advisory Group Advisory Services first reported a position in IYW in Q2 2020 and held it in 22 quarters. The position peaked at $3.59M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 17,990 iShares US Technology ETF shares in Q1 2026, an estimated $3.59M.
Capital Advisory Group Advisory Services first reported a position in iShares US Technology ETF in Q2 2020 and held it in 22 quarters.
Capital Advisory Group Advisory Services's iShares US Technology ETF position peaked at $3.59M in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.