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IYW icon

CoreCap Advisors’s iShares US Technology ETF IYW Stock Holding History

CoreCap 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
Q3 		$4.08M Sell
15,411
-25,448
-62% -$6.35M 0.12% 160
2026
Q2 		$10.3M Buy
40,859
+15,877
+64% +$3.65M 0.3% 61
2026
Q1 		$4.53M Sell
24,982
-17,746
-42% -$3.43M 0.15% 148
2025
Q4 		$8.53M Sell
42,728
-9,212
-18% -$1.84M 0.3% 61
2025
Q3 		$10.2M Buy
51,940
+24,022
+86% +$4.39M 0.37% 46
2025
Q2 		$4.84M Sell
27,918
-3,029
-10% -$459K 0.19% 94
2025
Q1 		$4.35M Sell
30,947
-3,012
-9% -$469K 0.19% 102
2024
Q4 		$5.42M Sell
33,959
-18,872
-36% -$2.99M 0.25% 67
2024
Q3 		$8.01M Buy
+52,831
New +$7.77M 0.38% 46
2024
Q2 		– Sell
-24,403
Closed -$3.3M – 2130
2024
Q1 		$3.3M Buy
24,403
+1,378
+6% +$179K 0.17% 117
2023
Q4 		$2.83M Buy
23,025
+848
+4% +$96.1K 0.18% 114
2023
Q3 		$2.33M Sell
22,177
-965
-4% -$105K 0.17% 121
2023
Q2 		$2.52M Buy
+23,142
New +$2.27M 0.18% 107
2022
Q4 		$1.37M Sell
18,452
-358
-2% -$27.4K 0.1% 197
2022
Q3 		$1.38M Sell
18,810
-1,301
-6% -$110K 0.12% 157
2022
Q2 		$1.61M Buy
20,111
+1,214
+6% +$107K 0.13% 130
2022
Q1 		$1.95M Sell
18,897
-10,340
-35% -$1.06M 0.13% 126
2021
Q4 		$3.36M Buy
+29,237
New +$3.25M 0.22% 81

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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 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

CoreCap Advisors's IYW Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares US Technology ETF (IYW) stake by 62% in Q3 2026, selling an estimated $6.35M and leaving 15,411 shares worth $4.08M. The position accounts for 0.12% of the portfolio, ranked #160.

CoreCap Advisors first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q2 2026. 68 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • CoreCap Advisors held 15,411 shares of iShares US Technology ETF worth $4.08M as of Q3 2026.
  • CoreCap Advisors sold 25,448 iShares US Technology ETF shares in Q3 2026, an estimated $6.35M.
  • iShares US Technology ETF made up 0.12% of CoreCap Advisors's portfolio in Q3 2026, its #160 holding.
  • CoreCap Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares US Technology ETF position peaked at $10.3M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.