ELCO Management’s iShares US Technology ETF IYW Stock Holding History

ELCO Management’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	$477K	Hold	1,800	–	–	0.22%	88
2026 Q2	$454K	Hold	1,800	–	–	0.2%	97
2026 Q1	$327K	Buy	+1,800	New	+$348K	0.16%	115
2025 Q4	–	Sell	-2,300	Closed	-$450K	–	163
2025 Q3	$450K	Buy	2,300 +700	+44%	+$128K	0.23%	84
2025 Q2	$277K	Buy	+1,600	New	+$243K	0.15%	119
2025 Q1	–	Sell	-3,410	Closed	-$544K	–	159
2024 Q4	$544K	Buy	3,410 +250	+8%	+$39.6K	0.29%	74
2024 Q3	$479K	Sell	3,160 -300	-9%	-$44.1K	0.26%	86
2024 Q2	$521K	Sell	3,460 -500	-13%	-$69.1K	0.3%	72
2024 Q1	$535K	Buy	3,960 +460	+13%	+$59.9K	0.33%	70
2023 Q4	$430K	Buy	+3,500	New	+$396K	0.28%	81

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

ELCO Management's IYW Position: Q3 2026 in Review

ELCO Management held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,800 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #88.

ELCO Management first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q4 2024. 805 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

ELCO Management held 1,800 shares of iShares US Technology ETF worth $477K as of Q3 2026.
ELCO Management left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.22% of ELCO Management's portfolio in Q3 2026, its #88 holding.
ELCO Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
ELCO Management's iShares US Technology ETF position peaked at $544K in Q4 2024.
805 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.