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Cardinal Strategic Wealth Guidance’s iShares US Technology ETF IYW Stock Holding History

Cardinal Strategic Wealth Guidance’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 		– Sell
-31
Closed -$5.63K – 72
2026
Q1 		$5.63K Buy
+31
New +$5.99K ﹤0.01% 60
2025
Q4 		– Sell
-21,696
Closed -$4.25M – 61
2025
Q3 		$4.25M Sell
21,696
-298
-1% -$54.5K 1.14% 14
2025
Q2 		$3.81M Sell
21,994
-11,846
-35% -$1.8M 1.1% 15
2025
Q1 		$4.75M Buy
33,840
+4,159
+14% +$648K 1.52% 13
2024
Q4 		$4.73M Sell
29,681
-2,009
-6% -$318K 1.51% 12
2024
Q3 		$4.8M Buy
31,690
+1,456
+5% +$214K 1.57% 12
2024
Q2 		$4.55M Sell
30,234
-1,139
-4% -$157K 1.64% 13
2024
Q1 		$4.24M Sell
31,373
-1,847
-6% -$240K 1.59% 13
2023
Q4 		$4.08M Buy
33,220
+13,012
+64% +$1.47M 1.62% 12
2023
Q3 		$2.12M Sell
20,208
-27,147
-57% -$2.95M 0.98% 15
2023
Q2 		$5.15M Sell
47,355
-314
-0.7% -$30.8K 2.29% 10
2023
Q1 		$4.42M Buy
47,669
+23,335
+96% +$1.96M 2.05% 10
2022
Q4 		$1.81M Buy
+24,334
New +$1.86M 0.87% 24

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IYW Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 31 shares — an estimated $5.63K sold.

Cardinal Strategic Wealth Guidance first reported a position in IYW in Q4 2022 and held it in 13 quarters. The position peaked at $5.15M in Q2 2023. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 31 iShares US Technology ETF shares in Q2 2026, an estimated $5.63K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares US Technology ETF in Q4 2022 and held it in 13 quarters.
  • Cardinal Strategic Wealth Guidance's iShares US Technology ETF position peaked at $5.15M in Q2 2023.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.