Doliver Advisors
IYW icon

Doliver Advisors’s iShares US Technology ETF IYW Stock Holding History

Doliver Advisors’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 		– Sell
-1,909
Closed -$482K – 190
2026
Q2 		$482K Hold
1,909
– – 0.11% 130
2026
Q1 		$346K Hold
1,909
– – 0.08% 142
2025
Q4 		$381K Hold
1,909
– – 0.1% 132
2025
Q3 		$374K Buy
+1,909
New +$349K 0.1% 133

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

Doliver Advisors's IYW Position: Q3 2026 in Review

Doliver Advisors sold out of iShares US Technology ETF (IYW) in Q3 2026, closing a stake of 1,909 shares — an estimated $482K sold.

Doliver Advisors first reported a position in IYW in Q3 2025 and held it in 4 quarters. The position peaked at $482K in Q2 2026. 805 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Doliver Advisors reported no remaining iShares US Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Doliver Advisors sold 1,909 iShares US Technology ETF shares in Q3 2026, an estimated $482K.
  • Doliver Advisors first reported a position in iShares US Technology ETF in Q3 2025 and held it in 4 quarters.
  • Doliver Advisors's iShares US Technology ETF position peaked at $482K in Q2 2026.
  • 805 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.