Center for Financial Planning’s iShares US Technology ETF IYW Stock Holding History

Center for Financial Planning’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	$601K	Hold	2,384	–	–	0.06%	102
2026 Q1	$433K	Hold	2,384	–	–	0.05%	117
2025 Q4	$476K	Hold	2,384	–	–	0.05%	109
2025 Q3	$467K	Hold	2,384	–	–	0.05%	117
2025 Q2	$413K	Hold	2,384	–	–	0.05%	118
2025 Q1	$335K	Sell	2,384 -222	-9%	-$34.6K	0.04%	123
2024 Q4	$416K	Buy	2,606 +506	+24%	+$80.1K	0.06%	102
2024 Q3	$318K	Hold	2,100	–	–	0.04%	118
2024 Q2	$316K	Hold	2,100	–	–	0.05%	116
2024 Q1	$284K	Hold	2,100	–	–	0.04%	125
2023 Q4	$258K	Hold	2,100	–	–	0.05%	123
2023 Q3	$220K	Hold	2,100	–	–	0.05%	126
2023 Q2	$229K	Buy	2,100 +156	+8%	+$15.3K	0.05%	127
2023 Q1	$180K	Hold	1,944	–	–	0.04%	135
2022 Q4	$145K	Hold	1,944	–	–	0.04%	142
2022 Q3	$143K	Hold	1,944	–	–	0.04%	140
2022 Q2	$155K	Hold	1,944	–	–	0.04%	136
2022 Q1	$200K	Hold	1,944	–	–	0.04%	130
2021 Q4	$223K	Hold	1,944	–	–	0.05%	127
2021 Q3	$197K	Hold	1,944	–	–	0.05%	124
2021 Q2	$193K	Hold	1,944	–	–	0.05%	128
2021 Q1	$170K	Hold	1,944	–	–	0.04%	133
2020 Q4	$165K	Hold	1,944	–	–	0.05%	125
2020 Q3	$146K	Hold	1,944	–	–	0.05%	128
2020 Q2	$131K	Hold	1,944	–	–	0.05%	134
2020 Q1	$99K	Hold	1,944	–	–	0.03%	132
2019 Q4	$113K	Buy	+1,944	New	+$106K	0.03%	132

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Center for Financial Planning's IYW Position: Q2 2026 in Review

Center for Financial Planning held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,384 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #102.

Center for Financial Planning first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 432 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Center for Financial Planning held 2,384 shares of iShares US Technology ETF worth $601K as of Q2 2026.
Center for Financial Planning left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #102 holding.
Center for Financial Planning first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
432 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.