Compass Financial Management
IYW icon

Compass Financial Management’s iShares US Technology ETF IYW Stock Holding History

Compass Financial 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
Q3 		$266K Buy
1,003
+20
+2% +$4.99K 0.03% 392
2026
Q2 		$248K Buy
+983
New +$226K 0.03% 384

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Compass Financial Management's IYW Position: Q3 2026 in Review

Compass Financial Management increased its iShares US Technology ETF (IYW) stake by 2% in Q3 2026, buying an estimated $4.99K and bringing the position to 1,003 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #392.

Compass Financial Management first reported a position in IYW in Q2 2026 and has held it in 2 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Compass Financial Management held 1,003 shares of iShares US Technology ETF worth $266K as of Q3 2026.
  • Compass Financial Management bought 20 iShares US Technology ETF shares in Q3 2026, an estimated $4.99K.
  • iShares US Technology ETF made up 0.03% of Compass Financial Management's portfolio in Q3 2026, its #392 holding.
  • Compass Financial Management first reported a position in iShares US Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.