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 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

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Mendel Capital Management Little Rock, Arkansas $222M AUM

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Doliver Advisors's IYW Position: Q2 2026 in Review

Doliver Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,909 shares worth $482K. The position accounts for 0.11% of the portfolio, ranked #130.

Doliver Advisors first reported a position in IYW in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Doliver Advisors held 1,909 shares of iShares US Technology ETF worth $482K as of Q2 2026.
Doliver Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.11% of Doliver Advisors's portfolio in Q2 2026, its #130 holding.
Doliver Advisors first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 4 quarters since.
416 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.