Comprehensive Financial Planning’s iShares US Technology ETF IYW Stock Holding History

Comprehensive Financial Planning’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	$1.52M	Buy	6,032 +32	+0.5%	+$7.35K	0.81%	35
2026 Q1	$1.09M	Sell	6,000 -135	-2%	-$26.1K	0.75%	42
2025 Q4	$1.23M	Buy	6,135 +1,936	+46%	+$387K	0.81%	32
2025 Q3	$822K	Buy	4,199 +564	+16%	+$103K	0.56%	46
2025 Q2	$630K	Buy	3,635 +2	+0.1%	+$303	0.5%	52
2025 Q1	$510K	Sell	3,633 -1,911	-34%	-$298K	0.5%	50
2024 Q4	$884K	Buy	+5,544	New	+$877K	0.75%	30

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Comprehensive Financial Planning's IYW Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares US Technology ETF (IYW) stake by 0.53% in Q2 2026, buying an estimated $7.35K and bringing the position to 6,032 shares worth $1.52M. The position accounts for 0.81% of the portfolio, ranked #35.

Comprehensive Financial Planning first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Comprehensive Financial Planning held 6,032 shares of iShares US Technology ETF worth $1.52M as of Q2 2026.
Comprehensive Financial Planning bought 32 iShares US Technology ETF shares in Q2 2026, an estimated $7.35K.
iShares US Technology ETF made up 0.81% of Comprehensive Financial Planning's portfolio in Q2 2026, its #35 holding.
Comprehensive Financial Planning first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.