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Cypress Wealth Services’s iShares US Technology ETF IYW Stock Holding History

Cypress Wealth Services’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 		$4.64M Sell
18,410
-50
-0.3% -$11.5K 0.57% 44
2026
Q1 		$3.35M Sell
18,460
-1,388
-7% -$268K 0.47% 49
2025
Q4 		$3.96M Sell
19,848
-2,048
-9% -$410K 0.55% 41
2025
Q3 		$4.29M Sell
21,896
-26,282
-55% -$4.81M 0.7% 35
2025
Q2 		$8.35M Sell
48,178
-4,329
-8% -$656K 1.49% 14
2025
Q1 		$7.37M Buy
52,507
+223
+0.4% +$34.7K 1.5% 14
2024
Q4 		$8.34M Sell
52,284
-931
-2% -$147K 1.67% 12
2024
Q3 		$8.07M Sell
53,215
-853
-2% -$125K 1.67% 13
2024
Q2 		$8.14M Buy
54,068
+1,576
+3% +$218K 1.81% 11
2024
Q1 		$7.09M Buy
52,492
+5,247
+11% +$683K 1.65% 13
2023
Q4 		$5.8M Buy
47,245
+13,912
+42% +$1.58M 1.45% 14
2023
Q3 		$3.5M Sell
33,333
-25,145
-43% -$2.73M 0.97% 22
2023
Q2 		$6.58M Buy
58,478
+10,105
+21% +$992K 1.73% 11
2023
Q1 		$4.49M Buy
48,373
+26,735
+124% +$2.24M 1.31% 19
2022
Q4 		$1.61M Buy
21,638
+18,812
+666% +$1.44M 0.52% 47
2022
Q3 		$211K Buy
+2,826
New +$240K 0.07% 206

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

Cypress Wealth Services's IYW Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares US Technology ETF (IYW) stake by 0.27% in Q2 2026, selling an estimated $11.5K and leaving 18,410 shares worth $4.64M. The position accounts for 0.57% of the portfolio, ranked #44.

Cypress Wealth Services first reported a position in IYW in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.35M in Q2 2025. 390 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cypress Wealth Services held 18,410 shares of iShares US Technology ETF worth $4.64M as of Q2 2026.
  • Cypress Wealth Services sold 50 iShares US Technology ETF shares in Q2 2026, an estimated $11.5K.
  • iShares US Technology ETF made up 0.57% of Cypress Wealth Services's portfolio in Q2 2026, its #44 holding.
  • Cypress Wealth Services first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 16 quarters since.
  • Cypress Wealth Services's iShares US Technology ETF position peaked at $8.35M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.