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Cassilly Financial Group’s iShares US Technology ETF IYW Stock Holding History

Cassilly Financial Group’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
Q3 		$540K Hold
2,037
– – 0.36% 50
2026
Q2 		$514K Sell
2,037
-57
-3% -$13.1K 0.37% 47
2026
Q1 		$380K Buy
2,094
+63
+3% +$12.2K 0.33% 48
2025
Q4 		$406K Buy
+2,031
New +$406K 0.36% 43

Other funds holding IYW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Cassilly Financial Group's IYW Position: Q3 2026 in Review

Cassilly Financial Group held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 2,037 shares worth $540K. The position accounts for 0.36% of the portfolio, ranked #50.

Cassilly Financial Group first reported a position in IYW in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Cassilly Financial Group held 2,037 shares of iShares US Technology ETF worth $540K as of Q3 2026.
  • Cassilly Financial Group left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.36% of Cassilly Financial Group's portfolio in Q3 2026, its #50 holding.
  • Cassilly Financial Group first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.