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

Everpar 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	$387K	Buy	1,534 +80	+6%	+$18.4K	0.11%	175
2026 Q1	$264K	Sell	1,454 -282	-16%	-$54.5K	0.09%	229
2025 Q4	$347K	Sell	1,736 -2,765	-61%	-$553K	0.13%	170
2025 Q3	$882K	Buy	4,501 +1,159	+35%	+$212K	0.35%	61
2025 Q2	$579K	Buy	3,342 +987	+42%	+$150K	0.26%	92
2025 Q1	$331K	Buy	2,355 +415	+21%	+$64.6K	0.18%	160
2024 Q4	$309K	Buy	1,940 +196	+11%	+$31K	0.16%	181
2024 Q3	$264K	Buy	1,744 +231	+15%	+$34K	0.14%	209
2024 Q2	$228K	Buy	+1,513	New	+$209K	0.11%	235

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

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

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Everpar Advisors's IYW Position: Q2 2026 in Review

Everpar Advisors increased its iShares US Technology ETF (IYW) stake by 5.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,534 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #175.

Everpar Advisors first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $882K in Q3 2025. 208 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Everpar Advisors held 1,534 shares of iShares US Technology ETF worth $387K as of Q2 2026.
Everpar Advisors bought 80 iShares US Technology ETF shares in Q2 2026, an estimated $18.4K.
iShares US Technology ETF made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #175 holding.
Everpar Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
Everpar Advisors's iShares US Technology ETF position peaked at $882K in Q3 2025.
208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.