Courier Capital’s iShares US Technology ETF IYW Stock Holding History

Courier Capital’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	$1.26M	Hold	4,979	–	–	0.06%	207
2026 Q1	$903K	Sell	4,979 -480	-9%	-$92.8K	0.05%	222
2025 Q4	$1.09M	Hold	5,459	–	–	0.06%	204
2025 Q3	$1.07M	Hold	5,459	–	–	0.06%	210
2025 Q2	$946K	Buy	5,459 +29	+0.5%	+$4.4K	0.06%	211
2025 Q1	$763K	Buy	5,430 +1,030	+23%	+$160K	0.05%	224
2024 Q4	$702K	Sell	4,400 -15	-0.3%	-$2.37K	0.05%	224
2024 Q3	$669K	Buy	4,415 +15	+0.3%	+$2.21K	0.05%	221
2024 Q2	$662K	Hold	4,400	–	–	0.05%	200
2024 Q1	$594K	Hold	4,400	–	–	0.04%	225
2023 Q4	$540K	Hold	4,400	–	–	0.04%	231
2023 Q3	$462K	Hold	4,400	–	–	0.04%	242
2023 Q2	$479K	Hold	4,400	–	–	0.04%	247
2023 Q1	$408K	Hold	4,400	–	–	0.05%	206
2022 Q4	$328K	Hold	4,400	–	–	0.04%	221
2022 Q3	$323K	Hold	4,400	–	–	0.04%	215
2022 Q2	$352K	Hold	4,400	–	–	0.04%	209
2022 Q1	$453K	Hold	4,400	–	–	0.05%	197
2021 Q4	$505K	Hold	4,400	–	–	0.05%	182
2021 Q3	$446K	Hold	4,400	–	–	0.04%	196
2021 Q2	$437K	Hold	4,400	–	–	0.04%	199
2021 Q1	$386K	Hold	4,400	–	–	0.04%	211
2020 Q4	$374K	Hold	4,400	–	–	0.04%	199
2020 Q3	$355K	Hold	4,400	–	–	0.04%	193
2020 Q2	$299K	Hold	4,400	–	–	0.04%	208
2020 Q1	$237K	Hold	4,400	–	–	0.04%	224
2019 Q4	$266K	Sell	4,400 -204	-4%	-$11.1K	0.03%	242
2019 Q3	$232K	Hold	4,604	–	–	0.03%	252
2019 Q2	$228K	Hold	4,604	–	–	0.03%	259
2019 Q1	$219K	Buy	+4,604	New	+$205K	0.03%	262
2018 Q4	–	Sell	-5,164	Closed	-$250K	–	272
2018 Q3	$250K	Hold	5,164	–	–	0.03%	245
2018 Q2	$230K	Hold	5,164	–	–	0.03%	257
2018 Q1	$217K	Sell	5,164 -240	-4%	-$10.3K	0.03%	270
2017 Q4	$220K	Sell	5,404 -576	-10%	-$23.1K	0.03%	271
2017 Q3	$224K	Hold	5,980	–	–	0.03%	257
2017 Q2	$209K	Hold	5,980	–	–	0.04%	263
2017 Q1	$202K	Buy	+5,980	New	+$194K	0.04%	260
2015 Q3	–	Sell	-7,980	Closed	-$209K	–	278
2015 Q2	$209K	Sell	7,980 -800	-9%	-$21.6K	0.04%	257
2015 Q1	$230K	Hold	8,780	–	–	0.05%	246
2014 Q4	$229K	Hold	8,780	–	–	0.05%	254
2014 Q3	$221K	Hold	8,780	–	–	0.04%	254
2014 Q2	$213K	Hold	8,780	–	–	0.04%	268
2014 Q1	$200K	Buy	+8,780	New	+$196K	0.04%	269

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Courier Capital's IYW Position: Q2 2026 in Review

Courier Capital held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4,979 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #207.

Courier Capital first reported a position in IYW in Q1 2014 and has held it in 43 quarters since. 614 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Courier Capital held 4,979 shares of iShares US Technology ETF worth $1.26M as of Q2 2026.
Courier Capital left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.06% of Courier Capital's portfolio in Q2 2026, its #207 holding.
Courier Capital first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 43 quarters since.
614 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.