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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
Q3 		$324K Hold
1,222
– – 0.06% 71
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

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

DDFG Inc's IYW Position: Q3 2026 in Review

DDFG Inc held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,222 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #71.

DDFG Inc first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • DDFG Inc held 1,222 shares of iShares US Technology ETF worth $324K as of Q3 2026.
  • DDFG Inc left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.06% of DDFG Inc's portfolio in Q3 2026, its #71 holding.
  • DDFG Inc first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.