Everhart Financial Group’s iShares US Technology ETF IYW Stock Holding History

Everhart Financial Group’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	$315K	Buy	1,249 +35	+3%	+$8.04K	0.02%	352
2026 Q1	$220K	Hold	1,214	–	–	0.02%	428
2025 Q4	$242K	Sell	1,214 -570	-32%	-$114K	0.02%	376
2025 Q3	$349K	Sell	1,784 -1	-0.1%	-$183	0.04%	293
2025 Q2	$309K	Buy	1,785 +14	+0.8%	+$2.12K	0.04%	284
2025 Q1	$249K	Buy	1,771 +26	+1%	+$4.05K	0.03%	294
2024 Q4	$278K	Buy	1,745 +9	+0.5%	+$1.42K	0.06%	264
2024 Q3	$263K	Hold	1,736	–	–	0.06%	275
2024 Q2	$261K	Hold	1,736	–	–	0.07%	243
2024 Q1	$234K	Buy	+1,736	New	+$226K	0.07%	246

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Everhart Financial Group's IYW Position: Q2 2026 in Review

Everhart Financial Group increased its iShares US Technology ETF (IYW) stake by 2.9% in Q2 2026, buying an estimated $8.04K and bringing the position to 1,249 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #352.

Everhart Financial Group first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $349K in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Everhart Financial Group held 1,249 shares of iShares US Technology ETF worth $315K as of Q2 2026.
Everhart Financial Group bought 35 iShares US Technology ETF shares in Q2 2026, an estimated $8.04K.
iShares US Technology ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #352 holding.
Everhart Financial Group first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Everhart Financial Group's iShares US Technology ETF position peaked at $349K in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.