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Cedar Mountain Advisors’s iShares US Technology ETF IYW Stock Holding History

Cedar Mountain Advisors’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 		$16.4K Hold
65
– – ﹤0.01% 386
2026
Q1 		$11.8K Hold
65
– – ﹤0.01% 420
2025
Q4 		$13K Sell
65
-6
-8% -$1.2K ﹤0.01% 228
2025
Q3 		$13.9K Buy
+71
New +$13K ﹤0.01% 229
2025
Q1 		– Sell
-67
Closed -$10.7K – 369
2024
Q4 		$10.7K Buy
+67
New +$10.6K ﹤0.01% 203

Other funds holding IYW

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Cedar Mountain Advisors's IYW Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 65 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Cedar Mountain Advisors first reported a position in IYW in Q4 2024 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cedar Mountain Advisors held 65 shares of iShares US Technology ETF worth $16.4K as of Q2 2026.
  • Cedar Mountain Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #386 holding.
  • Cedar Mountain Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.