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Conservest Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Conservest Capital Advisors’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 		$3.35M Sell
13,284
-201
-1% -$46.2K 0.27% 41
2026
Q1 		$2.45M Sell
13,485
-11
-0.1% -$2.13K 0.22% 43
2025
Q4 		$2.69M Sell
13,496
-1,169
-8% -$234K 0.24% 37
2025
Q3 		$2.87M Sell
14,665
-178
-1% -$32.6K 0.27% 32
2025
Q2 		$2.57M Sell
14,843
-550
-4% -$83.4K 0.25% 32
2025
Q1 		$2.16M Sell
15,393
-419
-3% -$65.3K 0.23% 37
2024
Q4 		$2.52M Sell
15,812
-343
-2% -$54.3K 0.26% 34
2024
Q3 		$2.18M Hold
16,155
– – 0.22% 37
2024
Q2 		$2.18M Hold
16,155
– – 0.24% 36
2024
Q1 		$2.18M Sell
16,155
-265
-2% -$34.5K 0.22% 37
2023
Q4 		$2.02M Sell
16,420
-667
-4% -$75.6K 0.21% 38
2023
Q3 		$1.79M Sell
17,087
-65
-0.4% -$7.07K 0.22% 35
2023
Q2 		$1.87M Sell
17,152
-1,166
-6% -$115K 0.22% 35
2023
Q1 		$1.7M Sell
18,318
-42
-0.2% -$3.52K 0.2% 36
2022
Q4 		$1.37M Buy
+18,360
New +$1.4M 0.17% 36
2022
Q3 		– Sell
-28,244
Closed -$2.4M – 31
2022
Q2 		$2.26M Buy
28,244
+19,324
+217% +$1.71M 0.28% 32
2022
Q1 		$919K Sell
8,920
-161
-2% -$16.4K 0.1% 44
2021
Q4 		$1.04M Sell
9,081
-413
-4% -$45.9K 0.11% 44
2021
Q3 		$961K Buy
9,494
+383
+4% +$40K 0.11% 44
2021
Q2 		$906K Sell
9,111
-576
-6% -$53.7K 0.1% 45
2021
Q1 		$850K Sell
9,687
-401
-4% -$35.1K 0.1% 45
2020
Q4 		$858K Sell
10,088
-880
-8% -$70.3K 0.1% 46
2020
Q3 		$825K Sell
10,968
-348
-3% -$25.4K 0.11% 41
2020
Q2 		$763K Sell
11,316
-452
-4% -$27.3K 0.11% 43
2020
Q1 		$601K Sell
11,768
-224
-2% -$13K 0.1% 43
2019
Q4 		$697K Sell
11,992
-2,828
-19% -$154K 0.09% 49
2019
Q3 		$757K Sell
14,820
-900
-6% -$45.7K 0.11% 49
2019
Q2 		$778K Buy
15,720
+36
+0.2% +$1.76K 0.11% 50
2019
Q1 		$747K Sell
15,684
-8
-0.1% -$356 0.11% 50
2018
Q4 		$627K Buy
15,692
+2,740
+21% +$119K 0.1% 51
2018
Q3 		$628K Sell
12,952
-56
-0.4% -$2.65K 0.09% 49
2018
Q2 		$580K Hold
13,008
– – 0.09% 53
2018
Q1 		$547K Sell
13,008
-676
-5% -$29.1K 0.12% 45
2017
Q4 		$557K Buy
13,684
+44
+0.3% +$1.76K 0.11% 46
2017
Q3 		$511K Buy
13,640
+32
+0.2% +$1.17K 0.08% 59
2017
Q2 		$475K Buy
13,608
+12
+0.1% +$421 0.1% 48
2017
Q1 		$459K Buy
+13,596
New +$441K 0.1% 50

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Conservest Capital Advisors's IYW Position: Q2 2026 in Review

Conservest Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $46.2K and leaving 13,284 shares worth $3.35M. The position accounts for 0.27% of the portfolio, ranked #41.

Conservest Capital Advisors first reported a position in IYW in Q1 2017 and has held it in 37 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Conservest Capital Advisors held 13,284 shares of iShares US Technology ETF worth $3.35M as of Q2 2026.
  • Conservest Capital Advisors sold 201 iShares US Technology ETF shares in Q2 2026, an estimated $46.2K.
  • iShares US Technology ETF made up 0.27% of Conservest Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Conservest Capital Advisors first reported a position in iShares US Technology ETF in Q1 2017 and has held it in 37 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.