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

Cottonwood 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 		$16.3M Buy
64,798
+924
+1% +$212K 9.85% 1
2026
Q1 		$11.6M Buy
63,874
+18,160
+40% +$3.51M 8.17% 1
2025
Q4 		$9.13M Sell
45,714
-456
-1% -$91.2K 6.51% 2
2025
Q3 		$9.04M Buy
46,170
+947
+2% +$173K 6.59% 1
2025
Q2 		$7.84M Buy
45,223
+8
+0% +$1.21K 5.26% 2
2025
Q1 		$6.35M Buy
45,215
+146
+0.3% +$22.7K 4.67% 3
2024
Q4 		$7.19M Buy
45,069
+89
+0.2% +$14.1K 5.16% 2
2024
Q3 		$6.82M Buy
44,980
+2,242
+5% +$330K 5.01% 2
2024
Q2 		$6.69M Buy
42,738
+117
+0.3% +$16.2K 5.23% 1
2024
Q1 		$5.59M Sell
42,621
-1,430
-3% -$186K 4.43% 3
2023
Q4 		$5.41M Buy
44,051
+284
+0.6% +$32.2K 4.45% 3
2023
Q3 		$4.59M Sell
43,767
-1,536
-3% -$167K 4.29% 3
2023
Q2 		$4.93M Sell
45,303
-1,385
-3% -$136K 4.52% 4
2023
Q1 		$4.33M Sell
46,688
-311
-0.7% -$26.1K 3.99% 5
2022
Q4 		$3.5M Sell
46,999
-562
-1% -$43K 3.13% 8
2022
Q3 		$3.49M Sell
47,561
-754
-2% -$63.9K 3.32% 7
2022
Q2 		$3.86M Buy
48,315
+6,153
+15% +$545K 3.49% 7
2022
Q1 		$4.34M Buy
42,162
+6,420
+18% +$656K 3.44% 8
2021
Q4 		$4.1M Buy
+35,742
New +$3.97M 3.17% 9

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
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
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

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

Cottonwood Capital Advisors increased its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, buying an estimated $212K and bringing the position to 64,798 shares worth $16.3M. The position accounts for 9.85% of the portfolio, ranked #1.

Cottonwood Capital Advisors first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 599 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cottonwood Capital Advisors held 64,798 shares of iShares US Technology ETF worth $16.3M as of Q2 2026.
  • Cottonwood Capital Advisors bought 924 iShares US Technology ETF shares in Q2 2026, an estimated $212K.
  • iShares US Technology ETF made up 9.85% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Cottonwood Capital Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 599 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.