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 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

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

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

SCA

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

Crown Wealth Group's IYW Position: Q2 2026 in Review

Crown Wealth Group increased its iShares US Technology ETF (IYW) stake by 24% in Q2 2026, buying an estimated $1.95M and bringing the position to 44,221 shares worth $11.2M. The position accounts for 2.84% of the portfolio, ranked #10.

Crown Wealth Group first reported a position in IYW in Q4 2021 and has held it in 15 quarters since. 599 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Crown Wealth Group held 44,221 shares of iShares US Technology ETF worth $11.2M as of Q2 2026.
Crown Wealth Group bought 8,505 iShares US Technology ETF shares in Q2 2026, an estimated $1.95M.
iShares US Technology ETF made up 2.84% of Crown Wealth Group's portfolio in Q2 2026, its #10 holding.
Crown Wealth Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 15 quarters since.
599 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.