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

Chemistry 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	$221K	Buy	+875	New	+$201K	0.04%	200
2025 Q4	–	Sell	-1,540	Closed	-$302K	–	204
2025 Q3	$302K	Hold	1,540	–	–	0.06%	159
2025 Q2	$267K	Buy	1,540 +30	+2%	+$4.55K	0.06%	161
2025 Q1	$212K	Sell	1,510 -104	-6%	-$16.2K	0.05%	176
2024 Q4	$257K	Sell	1,614 -270	-14%	-$42.7K	0.06%	151
2024 Q3	$286K	Hold	1,884	–	–	0.07%	140
2024 Q2	$284K	Hold	1,884	–	–	0.07%	135
2024 Q1	$254K	Sell	1,884 -84	-4%	-$10.9K	0.07%	142
2023 Q4	$242K	Sell	1,968 -353	-15%	-$40K	0.07%	136
2023 Q3	$244K	Hold	2,321	–	–	0.08%	133
2023 Q2	$253K	Hold	2,321	–	–	0.08%	130
2023 Q1	$215K	Buy	+2,321	New	+$195K	0.07%	134

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

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

Chemistry Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 875 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings. This is a return to the name: Chemistry Wealth Management previously reported a position in IYW as recently as Q3 2025.

Chemistry Wealth Management first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. The position peaked at $302K in Q3 2025. 403 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Chemistry Wealth Management held 875 shares of iShares US Technology ETF worth $221K as of Q2 2026.
iShares US Technology ETF was a new Chemistry Wealth Management position in Q2 2026.
iShares US Technology ETF made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #200 holding.
Chemistry Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
Chemistry Wealth Management's iShares US Technology ETF position peaked at $302K in Q3 2025.
403 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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