CFS Investment Advisory Services’s iShares US Technology ETF IYW Stock Holding History

CFS Investment Advisory Services’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	$7.52M	Sell	30,884 -2,213	-7%	-$508K	0.5%	46
2026 Q1	$6.95M	Sell	33,097 -1,380	-4%	-$267K	0.48%	52
2025 Q4	$6.88M	Sell	34,477 -2,616	-7%	-$523K	0.5%	51
2025 Q3	$7.53M	Sell	37,093 -54,960	-60%	-$10.1M	0.56%	44
2025 Q2	$15.9M	Sell	92,053 -6,794	-7%	-$1.03M	1.31%	19
2025 Q1	$13.9M	Buy	98,847 +439	+0.4%	+$68.4K	1.24%	21
2024 Q4	$15.7M	Sell	98,408 -4,619	-4%	-$731K	1.41%	18
2024 Q3	$15.6M	Sell	103,027 -3,786	-4%	-$557K	1.31%	18
2024 Q2	$16.1M	Buy	+106,813	New	+$14.8M	1.3%	18
2023 Q3	–	Sell	-146,424	Closed	-$15.9M	–	206
2023 Q2	$15.9M	Buy	+146,424	New	+$14.4M	2.04%	9
2022 Q3	–	Sell	-10,563	Closed	-$845K	–	304
2022 Q2	$845K	Sell	10,563 -4,022,835	-100%	-$356M	0.13%	137
2022 Q1	$39K	Buy	4,033,398 +3,994,664	+10,313%	+$408M	0.17%	70
2021 Q4	$4.08M	Sell	38,734 -28,708	-43%	-$3.19M	0.55%	36
2021 Q3	$6.83M	Buy	+67,442	New	+$7.04M	0.94%	21
2020 Q4	$221K	Buy	+2,595	New	+$207K	0.04%	170

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

CFS Investment Advisory Services's IYW Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares US Technology ETF (IYW) stake by 6.7% in Q2 2026, selling an estimated $508K and leaving 30,884 shares worth $7.52M. The position accounts for 0.5% of the portfolio, ranked #46.

CFS Investment Advisory Services first reported a position in IYW in Q4 2020 and has held it in 15 quarters since. The position peaked at $16.1M in Q2 2024. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

CFS Investment Advisory Services held 30,884 shares of iShares US Technology ETF worth $7.52M as of Q2 2026.
CFS Investment Advisory Services sold 2,213 iShares US Technology ETF shares in Q2 2026, an estimated $508K.
iShares US Technology ETF made up 0.5% of CFS Investment Advisory Services's portfolio in Q2 2026, its #46 holding.
CFS Investment Advisory Services first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's iShares US Technology ETF position peaked at $16.1M in Q2 2024.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.