CWA Asset Management Group’s iShares US Technology ETF IYW Stock Holding History

CWA Asset Management 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	$1.68M	Sell	6,651 -144	-2%	-$33.1K	0.05%	316
2026 Q1	$1.23M	Sell	6,795 -160	-2%	-$30.9K	0.04%	353
2025 Q4	$1.39M	Buy	6,955 +50	+0.7%	+$10K	0.05%	303
2025 Q3	$1.35M	Sell	6,905 -5	-0.1%	-$915	0.05%	308
2025 Q2	$1.2M	Sell	6,910 -255	-4%	-$38.7K	0.05%	298
2025 Q1	$1.01M	Buy	7,165 +1,485	+26%	+$231K	0.05%	300
2024 Q4	$906K	Buy	5,680 +352	+7%	+$55.7K	0.05%	274
2024 Q3	$808K	Buy	+5,328	New	+$784K	0.04%	283
2024 Q1	$720K	Buy	5,332 +12	+0.2%	+$1.56K	0.04%	270
2023 Q4	$653K	Sell	5,320 -552	-9%	-$62.5K	0.04%	217
2023 Q3	$616K	Buy	5,872 +552	+10%	+$60K	0.05%	184
2023 Q2	$579K	Hold	5,320	–	–	0.04%	195
2023 Q1	$494K	Hold	5,320	–	–	0.04%	205
2022 Q4	$396K	Hold	5,320	–	–	0.03%	217
2022 Q3	$390K	Hold	5,320	–	–	0.04%	200
2022 Q2	$425K	Hold	5,320	–	–	0.04%	192
2022 Q1	$548K	Hold	5,320	–	–	0.04%	174
2021 Q4	$611K	Hold	5,320	–	–	0.05%	168
2021 Q3	$539K	Hold	5,320	–	–	0.04%	175
2021 Q2	$529K	Hold	5,320	–	–	0.04%	178
2021 Q1	$467K	Sell	5,320 -307	-5%	-$26.9K	0.04%	172
2020 Q4	$479K	Buy	5,627 +307	+6%	+$24.5K	0.05%	169
2020 Q3	$400K	Hold	5,320	–	–	0.05%	156
2020 Q2	$359K	Sell	5,320 -528	-9%	-$31.9K	0.06%	146
2020 Q1	$299K	Buy	+5,848	New	+$339K	0.06%	165

Other funds holding IYW

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWA Asset Management Group's IYW Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares US Technology ETF (IYW) stake by 2.1% in Q2 2026, selling an estimated $33.1K and leaving 6,651 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #316.

CWA Asset Management Group first reported a position in IYW in Q1 2020 and has held it in 25 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

CWA Asset Management Group held 6,651 shares of iShares US Technology ETF worth $1.68M as of Q2 2026.
CWA Asset Management Group sold 144 iShares US Technology ETF shares in Q2 2026, an estimated $33.1K.
iShares US Technology ETF made up 0.05% of CWA Asset Management Group's portfolio in Q2 2026, its #316 holding.
CWA Asset Management Group first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 25 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.