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 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 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 $6.46B AUM 18.45% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IYW Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 31 shares worth $5.63K. The stake represents ﹤0.01% of the portfolio and ranks #60 among its holdings. This is a return to the name: Cardinal Strategic Wealth Guidance previously reported a position in IYW as recently as Q3 2025.

Cardinal Strategic Wealth Guidance first reported a position in IYW in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.15M in Q2 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Cardinal Strategic Wealth Guidance held 31 shares of iShares US Technology ETF worth $5.63K as of Q1 2026.
iShares US Technology ETF was a new Cardinal Strategic Wealth Guidance position in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #60 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 13 quarters since.
Cardinal Strategic Wealth Guidance's iShares US Technology ETF position peaked at $5.15M in Q2 2023.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.