Cypress Wealth Services
IYW icon

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
Q3 		$5.06M Buy
18,559
+149
+0.8% +$37.2K 0.6% 39
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Atlas Legacy Advisors
Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cypress Wealth Services's IYW Position: Q3 2026 in Review

Cypress Wealth Services increased its iShares US Technology ETF (IYW) stake by 0.81% in Q3 2026, buying an estimated $37.2K and bringing the position to 18,559 shares worth $5.06M. The position accounts for 0.6% of the portfolio, ranked #39.

Cypress Wealth Services first reported a position in IYW in Q3 2022 and has held it in 17 quarters since. The position peaked at $8.35M in Q2 2025. 931 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Cypress Wealth Services held 18,559 shares of iShares US Technology ETF worth $5.06M as of Q3 2026.
  • Cypress Wealth Services bought 149 iShares US Technology ETF shares in Q3 2026, an estimated $37.2K.
  • iShares US Technology ETF made up 0.6% of Cypress Wealth Services's portfolio in Q3 2026, its #39 holding.
  • Cypress Wealth Services first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 17 quarters since.
  • Cypress Wealth Services's iShares US Technology ETF position peaked at $8.35M in Q2 2025.
  • 931 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.