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IYW icon

DDFG Inc’s iShares US Technology ETF IYW Stock Holding History

DDFG Inc’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 		$308K Sell
1,222
-104
-8% -$23.9K 0.06% 74
2026
Q1 		$241K Hold
1,326
– – 0.05% 77
2025
Q4 		$265K Hold
1,326
– – 0.06% 76
2025
Q3 		$260K Hold
1,326
– – 0.06% 72
2025
Q2 		$230K Buy
+1,326
New +$201K 0.06% 72
2025
Q1 		– Sell
-1,262
Closed -$201K – 78
2024
Q4 		$201K Buy
+1,262
New +$200K 0.06% 75

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DDFG Inc's IYW Position: Q2 2026 in Review

DDFG Inc reduced its iShares US Technology ETF (IYW) stake by 7.8% in Q2 2026, selling an estimated $23.9K and leaving 1,222 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #74.

DDFG Inc first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 678 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • DDFG Inc held 1,222 shares of iShares US Technology ETF worth $308K as of Q2 2026.
  • DDFG Inc sold 104 iShares US Technology ETF shares in Q2 2026, an estimated $23.9K.
  • iShares US Technology ETF made up 0.06% of DDFG Inc's portfolio in Q2 2026, its #74 holding.
  • DDFG Inc first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.