Crown Wealth Group
IYW icon

Crown Wealth Group’s iShares US Technology ETF IYW Stock Holding History

Crown Wealth 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 		$9.26M Sell
34,964
-9,257
-21% -$2.31M 2.3% 12
2026
Q2 		$11.2M Buy
44,221
+8,505
+24% +$1.95M 2.84% 10
2026
Q1 		$6.48M Sell
35,716
-8,164
-19% -$1.58M 1.9% 14
2025
Q4 		$8.76M Sell
43,880
-10,628
-19% -$2.13M 2.45% 10
2025
Q3 		$10.7M Buy
54,508
+4,277
+9% +$782K 3.21% 8
2025
Q2 		$8.7M Buy
50,231
+16,848
+50% +$2.55M 3.27% 7
2025
Q1 		$4.69M Sell
33,383
-3,049
-8% -$475K 2.43% 10
2024
Q4 		$5.81M Buy
36,432
+4,844
+15% +$766K 2.36% 12
2024
Q3 		$4.79M Sell
31,588
-14,356
-31% -$2.11M 2.08% 11
2024
Q2 		$6.91M Sell
45,944
-2,715
-6% -$375K 3.45% 8
2024
Q1 		$6.57M Sell
48,659
-807
-2% -$105K 3.39% 8
2023
Q4 		$6.07M Buy
49,466
+11,042
+29% +$1.25M 3.66% 8
2023
Q3 		$4.03M Buy
38,424
+5,504
+17% +$599K 3.03% 10
2023
Q2 		$3.58M Buy
32,920
+9,924
+43% +$975K 2.83% 10
2023
Q1 		$2.13M Buy
+22,996
New +$1.93M 1.79% 16
2022
Q1 		– Sell
-3,086
Closed -$354K – 112
2021
Q4 		$354K Buy
+3,086
New +$343K 0.33% 54

Other funds holding IYW

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Crown Wealth Group's IYW Position: Q3 2026 in Review

Crown Wealth Group reduced its iShares US Technology ETF (IYW) stake by 21% in Q3 2026, selling an estimated $2.31M and leaving 34,964 shares worth $9.26M. The position accounts for 2.3% of the portfolio, ranked #12.

Crown Wealth Group first reported a position in IYW in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.2M in Q2 2026. 558 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Crown Wealth Group held 34,964 shares of iShares US Technology ETF worth $9.26M as of Q3 2026.
  • Crown Wealth Group sold 9,257 iShares US Technology ETF shares in Q3 2026, an estimated $2.31M.
  • iShares US Technology ETF made up 2.3% of Crown Wealth Group's portfolio in Q3 2026, its #12 holding.
  • Crown Wealth Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 16 quarters since.
  • Crown Wealth Group's iShares US Technology ETF position peaked at $11.2M in Q2 2026.
  • 558 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.