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Castle Rock Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Castle Rock Wealth 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
Q3 		$4.81M Buy
17,645
+6,643
+60% +$1.66M 0.91% 22
2026
Q2 		$2.74M Sell
11,002
-244
-2% -$56K 0.54% 54
2026
Q1 		$2.08M Buy
11,246
+257
+2% +$49.7K 0.45% 63
2025
Q4 		$2.12M Buy
10,989
+282
+3% +$56.4K 0.46% 62
2025
Q3 		$2.12M Buy
10,707
+377
+4% +$69K 0.47% 62
2025
Q2 		$1.86M Sell
10,330
-2,374
-19% -$360K 0.43% 63
2025
Q1 		$1.8M Sell
12,704
-235
-2% -$36.6K 0.48% 53
2024
Q4 		$2.15M Buy
12,939
+363
+3% +$57.4K 0.51% 50
2024
Q3 		$1.91M Buy
12,576
+617
+5% +$90.7K 0.46% 58
2024
Q2 		$1.82M Buy
11,959
+539
+5% +$74.5K 0.45% 54
2024
Q1 		$1.45M Buy
11,420
+995
+10% +$130K 0.4% 78
2023
Q4 		$1.22M Sell
10,425
-188
-2% -$21.3K 0.37% 74
2023
Q3 		$1.14M Buy
10,613
+82
+0.8% +$8.92K 0.38% 67
2023
Q2 		$1.14M Sell
10,531
-2,194
-17% -$215K 0.39% 61
2023
Q1 		$1.18M Sell
12,725
-1,668
-12% -$140K 0.42% 51
2022
Q4 		$1.19M Buy
14,393
+6,183
+75% +$473K 0.53% 44
2022
Q3 		$592K Buy
8,210
+29
+0.4% +$2.46K 0.3% 89
2022
Q2 		$690K Buy
+8,181
New +$724K 0.35% 77
2018
Q3 		– Sell
-5,976
Closed -$266K – 125
2018
Q2 		$266K Sell
5,976
-3,812
-39% -$169K 0.36% 96
2018
Q1 		$412K Buy
9,788
+2,168
+28% +$93.4K 0.68% 49
2017
Q4 		$310K Buy
+7,620
New +$305K 0.6% 64

Other funds holding IYW

First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Castle Rock Wealth Management's IYW Position: Q3 2026 in Review

Castle Rock Wealth Management increased its iShares US Technology ETF (IYW) stake by 60% in Q3 2026, buying an estimated $1.66M and bringing the position to 17,645 shares worth $4.81M. The position accounts for 0.91% of the portfolio, ranked #22.

Castle Rock Wealth Management first reported a position in IYW in Q4 2017 and has held it in 21 quarters since. 203 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Castle Rock Wealth Management held 17,645 shares of iShares US Technology ETF worth $4.81M as of Q3 2026.
  • Castle Rock Wealth Management bought 6,643 iShares US Technology ETF shares in Q3 2026, an estimated $1.66M.
  • iShares US Technology ETF made up 0.91% of Castle Rock Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Castle Rock Wealth Management first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 21 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.