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

Capital Investment 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 Q2	$1.23M	Buy	4,859 +44	+0.9%	+$10.1K	0.08%	264
2026 Q1	$873K	Sell	4,815 -469	-9%	-$90.6K	0.06%	284
2025 Q4	$1.06M	Buy	5,284 +195	+4%	+$39K	0.07%	252
2025 Q3	$997K	Buy	5,089 +27	+0.5%	+$4.94K	0.08%	245
2025 Q2	$877K	Buy	5,062 +68	+1%	+$10.3K	0.07%	250
2025 Q1	$701K	Sell	4,994 -533	-10%	-$83K	0.06%	263
2024 Q4	$882K	Buy	5,527 +619	+13%	+$97.9K	0.08%	204
2024 Q3	$744K	Buy	4,908 +1	+0%	+$147	0.07%	238
2024 Q2	$738K	Buy	4,907 +1	+0%	+$138	0.08%	226
2024 Q1	$663K	Buy	4,906 +13	+0.3%	+$1.69K	0.07%	249
2023 Q4	$601K	Sell	4,893 -93	-2%	-$10.5K	0.06%	258
2023 Q3	$523K	Buy	4,986 +10	+0.2%	+$1.09K	0.05%	269
2023 Q2	$542K	Buy	4,976 +94	+2%	+$9.23K	0.05%	260
2023 Q1	$453K	Buy	4,882 +55	+1%	+$4.62K	0.05%	277
2022 Q4	$360K	Buy	4,827 +523	+12%	+$40K	0.04%	335
2022 Q3	$316K	Buy	4,304 +2,550	+145%	+$216K	0.04%	341
2022 Q2	$140K	Buy	1,754 +214	+14%	+$18.9K	0.02%	484
2022 Q1	$159K	Sell	1,540 -233	-13%	-$23.8K	0.02%	518
2021 Q4	$204K	Buy	1,773 +1,151	+185%	+$128K	0.02%	469
2021 Q3	$63K	Sell	622 -219	-26%	-$22.9K	0.01%	547
2021 Q2	$84K	Buy	841 +641	+321%	+$59.8K	0.01%	540
2021 Q1	$18K	Hold	200	–	–	﹤0.01%	620
2020 Q4	$17K	Hold	200	–	–	﹤0.01%	588
2020 Q3	$15K	Hold	200	–	–	﹤0.01%	524
2020 Q2	$13K	Hold	200	–	–	﹤0.01%	467
2020 Q1	$10K	Sell	200 -180	-47%	-$10.4K	﹤0.01%	467
2019 Q4	$22K	Hold	380	–	–	0.01%	437
2019 Q3	$19K	Hold	380	–	–	0.01%	825
2019 Q2	$20K	Hold	380	–	–	0.01%	781
2019 Q1	$18K	Hold	380	–	–	0.01%	707
2018 Q4	$15K	Buy	+380	New	+$16.5K	0.01%	705

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

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 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

Capital Investment Advisory Services's IYW Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares US Technology ETF (IYW) stake by 0.91% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,859 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #264.

Capital Investment Advisory Services first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Capital Investment Advisory Services held 4,859 shares of iShares US Technology ETF worth $1.23M as of Q2 2026.
Capital Investment Advisory Services bought 44 iShares US Technology ETF shares in Q2 2026, an estimated $10.1K.
iShares US Technology ETF made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #264 holding.
Capital Investment Advisory Services first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.