Centurion Wealth Management
IYW icon

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
Q3 		$433K Sell
1,636
-238
-13% -$59.4K 0.1% 168
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Centurion Wealth Management's IYW Position: Q3 2026 in Review

Centurion Wealth Management reduced its iShares US Technology ETF (IYW) stake by 13% in Q3 2026, selling an estimated $59.4K and leaving 1,636 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #168.

Centurion Wealth Management first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.09M in Q2 2023. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Centurion Wealth Management held 1,636 shares of iShares US Technology ETF worth $433K as of Q3 2026.
  • Centurion Wealth Management sold 238 iShares US Technology ETF shares in Q3 2026, an estimated $59.4K.
  • iShares US Technology ETF made up 0.1% of Centurion Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Centurion Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's iShares US Technology ETF position peaked at $2.09M in Q2 2023.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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