EWA LLC’s iShares US Technology ETF IYW Stock Holding History

EWA LLC’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	$3.68M	Buy	14,579 +346	+2%	+$79.5K	0.67%	29
2026 Q1	$2.58M	Buy	14,233 +2,819	+25%	+$545K	0.59%	29
2025 Q4	$2.28M	Buy	11,414 +786	+7%	+$157K	0.56%	36
2025 Q3	$2.08M	Sell	10,628 -2,531	-19%	-$463K	0.58%	32
2025 Q2	$2.28M	Sell	13,159 -19,335	-60%	-$2.93M	0.72%	25
2025 Q1	$4.56M	Buy	32,494 +2,294	+8%	+$357K	1.7%	14
2024 Q4	$4.82M	Buy	30,200 +2,235	+8%	+$354K	1.81%	15
2024 Q3	$4.46M	Sell	27,965 -2,754	-9%	-$405K	1.59%	17
2024 Q2	$4.63M	Sell	30,719 -1,285	-4%	-$178K	1.92%	13
2024 Q1	$4.29M	Buy	32,004 +29,924	+1,439%	+$3.9M	1.93%	12
2023 Q4	$271K	Hold	2,080	–	–	0.13%	75
2023 Q3	$235K	Hold	2,080	–	–	0.15%	73
2023 Q2	$226K	Buy	+2,080	New	+$204K	0.16%	64

Other funds holding IYW

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 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

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

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

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

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

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return