SUCCESSION FINANCIAL, INC.’s iShares US Technology ETF IYW Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$252K	Buy	+1,000	New	+$230K	0.24%	38

Other funds holding IYW

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s IYW Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,000 shares worth $252K. The stake represents 0.24% of the portfolio and ranks #38 among its holdings.

888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 1,000 shares of iShares US Technology ETF worth $252K as of Q2 2026.
iShares US Technology ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
iShares US Technology ETF made up 0.24% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #38 holding.
888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.