Carderock Capital Management’s iShares US Technology ETF IYW Stock Holding History

Carderock Capital Management’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	$725K	Hold	2,875	–	–	0.16%	52
2026 Q1	$522K	Hold	2,875	–	–	0.13%	57
2025 Q4	$574K	Hold	2,875	–	–	0.14%	54
2025 Q3	$563K	Hold	2,875	–	–	0.14%	57
2025 Q2	$498K	Hold	2,875	–	–	0.13%	57
2025 Q1	$404K	Sell	2,875 -125	-4%	-$19.5K	0.11%	58
2024 Q4	$479K	Hold	3,000	–	–	0.12%	60
2024 Q3	$455K	Hold	3,000	–	–	0.11%	58
2024 Q2	$452K	Hold	3,000	–	–	0.12%	56
2024 Q1	$405K	Hold	3,000	–	–	0.11%	56
2023 Q4	$368K	Sell	3,000 -120	-4%	-$13.6K	0.1%	56
2023 Q3	$327K	Hold	3,120	–	–	0.11%	53
2023 Q2	$340K	Hold	3,120	–	–	0.11%	54
2023 Q1	$290K	Hold	3,120	–	–	0.1%	56
2022 Q4	$232K	Hold	3,120	–	–	0.1%	62
2022 Q3	$229K	Hold	3,120	–	–	0.12%	63
2022 Q2	$249K	Hold	3,120	–	–	0.1%	62
2022 Q1	$321K	Hold	3,120	–	–	0.1%	62
2021 Q4	$358K	Hold	3,120	–	–	0.09%	65
2021 Q3	$316K	Buy	+3,120	New	+$326K	0.09%	66

Other funds holding IYW

RIG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

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

Carderock Capital Management's IYW Position: Q2 2026 in Review

Carderock Capital Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,875 shares worth $725K. The position accounts for 0.16% of the portfolio, ranked #52.

Carderock Capital Management first reported a position in IYW in Q3 2021 and has held it in 20 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Carderock Capital Management held 2,875 shares of iShares US Technology ETF worth $725K as of Q2 2026.
Carderock Capital Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.16% of Carderock Capital Management's portfolio in Q2 2026, its #52 holding.
Carderock Capital Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 20 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.