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

HCMG

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

FMC

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

PAS

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

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

FCFC

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 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. 310 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.
310 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.