Certified Advisory Corp’s iShares US Technology ETF IYW Stock Holding History

Certified Advisory Corp’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	$1.9M	Buy	7,551 +2,806	+59%	+$645K	0.15%	128
2026 Q1	$861K	Buy	+4,745	New	+$917K	0.08%	172
2021 Q2	–	Sell	-503	Closed	-$44K	–	478
2021 Q1	$44K	Buy	+503	New	+$44.1K	0.01%	370
2020 Q2	$34K	Hold	500	–	–	0.01%	354
2020 Q1	$26K	Hold	500	–	–	0.01%	373
2019 Q4	$29K	Sell	500 -100	-17%	-$5.44K	0.01%	398
2019 Q3	$31K	Hold	600	–	–	0.01%	391
2019 Q2	$30K	Hold	600	–	–	0.01%	398
2019 Q1	$29K	Buy	600 +4	+0.7%	+$178	0.01%	374
2018 Q4	$24K	Hold	596	–	–	0.01%	392
2018 Q3	$29K	Buy	596 +4	+0.7%	+$189	0.01%	376
2018 Q2	$26K	Hold	592	–	–	0.01%	377
2018 Q1	$24K	Hold	592	–	–	0.01%	370
2017 Q4	$24K	Buy	+592	New	+$23.7K	0.02%	336

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Certified Advisory Corp's IYW Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares US Technology ETF (IYW) stake by 59% in Q2 2026, buying an estimated $645K and bringing the position to 7,551 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #128.

Certified Advisory Corp first reported a position in IYW in Q4 2017 and has held it in 14 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Certified Advisory Corp held 7,551 shares of iShares US Technology ETF worth $1.9M as of Q2 2026.
Certified Advisory Corp bought 2,806 iShares US Technology ETF shares in Q2 2026, an estimated $645K.
iShares US Technology ETF made up 0.15% of Certified Advisory Corp's portfolio in Q2 2026, its #128 holding.
Certified Advisory Corp first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 14 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.