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Cooper Financial Group’s iShares US Technology ETF IYW Stock Holding History

Cooper Financial 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 		$1.13M Sell
4,272
-48
-1% -$12K 0.09% 157
2026
Q2 		$1.09M Buy
4,320
+1
+0% +$230 0.09% 161
2026
Q1 		$784K Sell
4,319
-1,840
-30% -$356K 0.08% 194
2025
Q4 		$1.23M Sell
6,159
-568
-8% -$114K 0.13% 122
2025
Q3 		$1.32M Sell
6,727
-86
-1% -$15.7K 0.15% 111
2025
Q2 		$1.18M Sell
6,813
-2,693
-28% -$408K 0.14% 124
2025
Q1 		$1.34M Buy
9,506
+1,354
+17% +$211K 0.18% 109
2024
Q4 		$1.3M Buy
8,152
+673
+9% +$106K 0.16% 109
2024
Q3 		$1.13M Buy
7,479
+214
+3% +$31.5K 0.15% 121
2024
Q2 		$1.09M Buy
7,265
+9
+0.1% +$1.24K 0.16% 113
2024
Q1 		$980K Sell
7,256
-280
-4% -$36.4K 0.16% 122
2023
Q4 		$925K Sell
7,536
-1,385
-16% -$157K 0.17% 118
2023
Q3 		$936K Sell
8,921
-3,426
-28% -$373K 0.23% 110
2023
Q2 		$1.34M Buy
12,347
+682
+6% +$67K 0.33% 71
2023
Q1 		$1.08M Buy
11,665
+302
+3% +$25.3K 0.29% 84
2022
Q4 		$846K Buy
+11,363
New +$869K 0.26% 93
2022
Q1 		– Sell
-1,955
Closed -$224K – 263
2021
Q4 		$224K Sell
1,955
-84,021
-98% -$9.33M 0.08% 210
2021
Q3 		$8.71M Buy
+85,976
New +$8.97M 1.81% 16

Other funds holding IYW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Cooper Financial Group's IYW Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q3 2026, selling an estimated $12K and leaving 4,272 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #157.

Cooper Financial Group first reported a position in IYW in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.71M in Q3 2021. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Cooper Financial Group held 4,272 shares of iShares US Technology ETF worth $1.13M as of Q3 2026.
  • Cooper Financial Group sold 48 iShares US Technology ETF shares in Q3 2026, an estimated $12K.
  • iShares US Technology ETF made up 0.09% of Cooper Financial Group's portfolio in Q3 2026, its #157 holding.
  • Cooper Financial Group first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 18 quarters since.
  • Cooper Financial Group's iShares US Technology ETF position peaked at $8.71M in Q3 2021.
  • 49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.