Darwin Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Darwin Wealth Management’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	$19.2K	Hold	76	–	–	0.01%	330
2026 Q1	$13.8K	Hold	76	–	–	﹤0.01%	338
2025 Q4	$15.2K	Buy	+76	New	+$15.2K	﹤0.01%	338
2025 Q3	–	Sell	-4	Closed	-$693	–	631
2025 Q2	$693	Buy	+4	New	+$606	﹤0.01%	546
2024 Q4	–	Sell	-19	Closed	-$2.88K	–	676
2024 Q3	$2.88K	Buy	+19	New	+$2.79K	﹤0.01%	498
2023 Q4	–	Sell	-27,571	Closed	-$2.89M	–	148
2023 Q3	$2.89M	Sell	27,571 -3,817	-12%	-$415K	0.78%	37
2023 Q2	$3.39M	Sell	31,388 -107	-0.3%	-$10.5K	0.87%	31
2023 Q1	$2.9M	Sell	31,495 -6,718	-18%	-$564K	0.79%	34
2022 Q4	$2.99M	Sell	38,213 -12,058	-24%	-$922K	0.78%	35
2022 Q3	$3.72M	Sell	50,271 -11,271	-18%	-$956K	0.93%	32
2022 Q2	$5.46M	Sell	61,542 -78,934	-56%	-$6.99M	1.1%	28
2022 Q1	$14.5M	Sell	140,476 -16,900	-11%	-$1.73M	2.38%	11
2021 Q4	$16.2M	Buy	+157,376	New	+$17.5M	2.56%	10

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Darwin Wealth Management's IYW Position: Q2 2026 in Review

Darwin Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 76 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #330.

Darwin Wealth Management first reported a position in IYW in Q4 2021 and has held it in 13 quarters since. The position peaked at $16.2M in Q4 2021. 478 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Darwin Wealth Management held 76 shares of iShares US Technology ETF worth $19.2K as of Q2 2026.
Darwin Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #330 holding.
Darwin Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 13 quarters since.
Darwin Wealth Management's iShares US Technology ETF position peaked at $16.2M in Q4 2021.
478 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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