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

Centurion 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 Q2	$473K	Sell	1,874 -28	-1%	-$6.43K	0.11%	167
2026 Q1	$345K	Hold	1,902	–	–	0.08%	210
2025 Q4	$380K	Sell	1,902 -2	-0.1%	-$400	0.08%	192
2025 Q3	$373K	Sell	1,904 -8,515	-82%	-$1.56M	0.08%	192
2025 Q2	$1.81M	Sell	10,419 -1,267	-11%	-$192K	0.52%	48
2025 Q1	$1.86M	Hold	11,686	–	–	0.58%	38
2024 Q4	$1.86M	Sell	11,686 -683	-6%	-$108K	0.58%	38
2024 Q3	$1.88M	Buy	+12,369	New	+$1.82M	0.6%	36
2024 Q1	$1.78M	Buy	13,181 +269	+2%	+$35K	0.7%	29
2023 Q4	$1.58M	Buy	12,912 +3,332	+35%	+$377K	0.68%	27
2023 Q3	$1.01M	Sell	9,580 -9,622	-50%	-$1.05M	0.49%	43
2023 Q2	$2.09M	Buy	19,202 +31	+0.2%	+$3.04K	1.01%	25
2023 Q1	$1.78M	Buy	19,171 +6,812	+55%	+$572K	0.9%	27
2022 Q4	$921K	Buy	+12,359	New	+$945K	0.52%	46

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 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

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Centurion Wealth Management's IYW Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $6.43K and leaving 1,874 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #167.

Centurion Wealth Management first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.09M in Q2 2023. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Centurion Wealth Management held 1,874 shares of iShares US Technology ETF worth $473K as of Q2 2026.
Centurion Wealth Management sold 28 iShares US Technology ETF shares in Q2 2026, an estimated $6.43K.
iShares US Technology ETF made up 0.11% of Centurion Wealth Management's portfolio in Q2 2026, its #167 holding.
Centurion Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares US Technology ETF position peaked at $2.09M in Q2 2023.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.