C1AG
IYW icon

Client 1st Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Client 1st Advisory Group’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 		$4.35M Buy
16,429
+142
+0.9% +$35.4K 1.11% 24
2026
Q2 		$4.11M Buy
16,287
+220
+1% +$50.5K 1.07% 24
2026
Q1 		$2.91M Buy
16,067
+1,281
+9% +$248K 0.89% 23
2025
Q4 		$2.95M Buy
14,786
+305
+2% +$61K 0.92% 23
2025
Q3 		$2.84M Buy
14,481
+459
+3% +$84K 0.94% 23
2025
Q2 		$2.43M Sell
14,022
-473
-3% -$71.7K 0.88% 22
2025
Q1 		$2.04M Buy
14,495
+855
+6% +$133K 0.79% 22
2024
Q4 		$2.18M Buy
13,640
+1,502
+12% +$238K 0.84% 21
2024
Q3 		$1.84M Buy
12,138
+862
+8% +$127K 0.73% 21
2024
Q2 		$1.7M Buy
11,276
+2,222
+25% +$307K 0.73% 20
2024
Q1 		$1.22M Sell
9,054
-523
-5% -$68.1K 0.55% 29
2023
Q4 		$1.18M Sell
9,577
-3,050
-24% -$345K 0.57% 27
2023
Q3 		$1.32M Sell
12,627
-2,382
-16% -$259K 0.7% 27
2023
Q2 		$1.63M Buy
15,009
+252
+2% +$24.8K 0.86% 26
2023
Q1 		$1.37M Buy
14,757
+4,271
+41% +$358K 0.74% 26
2022
Q4 		$781K Buy
10,486
+2,778
+36% +$213K 0.46% 32
2022
Q3 		$566K Sell
7,708
-924
-11% -$78.4K 0.35% 37
2022
Q2 		$690K Sell
8,632
-1,151
-12% -$102K 0.41% 33
2022
Q1 		$1.01M Buy
9,783
+463
+5% +$47.3K 0.49% 28
2021
Q4 		$1.07M Buy
9,320
+3,241
+53% +$360K 0.52% 30
2021
Q3 		$616K Buy
+6,079
New +$634K 0.31% 40

Other funds holding IYW

Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Perkins Coie Trust Company
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Client 1st Advisory Group's IYW Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares US Technology ETF (IYW) stake by 0.87% in Q3 2026, buying an estimated $35.4K and bringing the position to 16,429 shares worth $4.35M. The position accounts for 1.11% of the portfolio, ranked #24.

Client 1st Advisory Group first reported a position in IYW in Q3 2021 and has held it in 21 quarters since. 263 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Client 1st Advisory Group held 16,429 shares of iShares US Technology ETF worth $4.35M as of Q3 2026.
  • Client 1st Advisory Group bought 142 iShares US Technology ETF shares in Q3 2026, an estimated $35.4K.
  • iShares US Technology ETF made up 1.11% of Client 1st Advisory Group's portfolio in Q3 2026, its #24 holding.
  • Client 1st Advisory Group first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 21 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.