CX Institutional
IYW icon

CX Institutional’s iShares US Technology ETF IYW Stock Holding History

CX Institutional’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 		$1.9M Sell
7,193
-1,012
-12% -$253K 0.05% 263
2026
Q2 		$2.07M Sell
8,205
-45
-0.5% -$10.3K 0.06% 248
2026
Q1 		$1.5M Sell
8,250
-560
-6% -$108K 0.05% 287
2025
Q4 		$1.76M Buy
8,810
+240
+3% +$48K 0.05% 219
2025
Q3 		$1.68M Sell
8,570
-854
-9% -$156K 0.05% 229
2025
Q2 		$1.63M Buy
9,424
+2,206
+31% +$334K 0.06% 209
2025
Q1 		$1.01M Sell
7,218
-1,261
-15% -$196K 0.04% 266
2024
Q4 		$1.35M Buy
8,479
+1,000
+13% +$158K 0.05% 221
2024
Q3 		$1.13M Sell
7,479
-261
-3% -$38.4K 0.05% 267
2024
Q2 		$1.16M Sell
7,740
-278
-3% -$38.4K 0.05% 258
2024
Q1 		$1.08M Buy
8,018
+61
+0.8% +$7.94K 0.05% 274
2023
Q4 		$977K Buy
+7,957
New +$901K 0.05% 262
2022
Q4 		– Sell
-121,935
Closed -$8.95M – 540
2022
Q3 		$8.95M Buy
121,935
+97,706
+403% +$8.29M 0.62% 36
2022
Q2 		$1.94M Buy
+24,229
New +$2.14M 0.15% 174
2021
Q4 		– Sell
-449
Closed -$45K – 642
2021
Q3 		$45K Sell
449
-269
-37% -$28.1K ﹤0.01% 603
2021
Q2 		$71K Sell
718
-4,116
-85% -$384K 0.01% 497
2021
Q1 		$423K Sell
4,834
-5,216
-52% -$457K 0.04% 237
2020
Q4 		$855K Buy
+10,050
New +$803K 0.08% 202
2019
Q1 		– Sell
-936
Closed -$37K – 808
2018
Q4 		$37K Buy
+936
New +$40.5K 0.01% 282

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
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
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's IYW Position: Q3 2026 in Review

CX Institutional reduced its iShares US Technology ETF (IYW) stake by 12% in Q3 2026, selling an estimated $253K and leaving 7,193 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #263.

CX Institutional first reported a position in IYW in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.95M in Q3 2022. 408 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • CX Institutional held 7,193 shares of iShares US Technology ETF worth $1.9M as of Q3 2026.
  • CX Institutional sold 1,012 iShares US Technology ETF shares in Q3 2026, an estimated $253K.
  • iShares US Technology ETF made up 0.05% of CX Institutional's portfolio in Q3 2026, its #263 holding.
  • CX Institutional first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 19 quarters since.
  • CX Institutional's iShares US Technology ETF position peaked at $8.95M in Q3 2022.
  • 408 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.