DDD Partners
IYW icon

DDD Partners’s iShares US Technology ETF IYW Stock Holding History

DDD Partners’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 		$349K Hold
1,316
– – 0.02% 140
2026
Q2 		$332K Buy
+1,316
New +$302K 0.02% 137
2022
Q3 		– Sell
-6,981
Closed -$558K – 90
2022
Q2 		$558K Buy
6,981
+316
+5% +$28K 0.1% 49
2022
Q1 		$687K Buy
6,665
+375
+6% +$38.3K 0.09% 47
2021
Q4 		$722K Buy
6,290
+188
+3% +$20.9K 0.1% 52
2021
Q3 		$618K Buy
+6,102
New +$637K 0.09% 49

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

DDD Partners's IYW Position: Q3 2026 in Review

DDD Partners held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,316 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #140.

DDD Partners first reported a position in IYW in Q3 2021 and has held it in 6 quarters since. The position peaked at $722K in Q4 2021. 783 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • DDD Partners held 1,316 shares of iShares US Technology ETF worth $349K as of Q3 2026.
  • DDD Partners left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.02% of DDD Partners's portfolio in Q3 2026, its #140 holding.
  • DDD Partners first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 6 quarters since.
  • DDD Partners's iShares US Technology ETF position peaked at $722K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.