FWI
IYW icon

Facet Wealth Inc’s iShares US Technology ETF IYW Stock Holding History

Facet Wealth Inc’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 		$557K Sell
2,208
-197
-8% -$45.2K 0.01% 199
2026
Q1 		$436K Sell
2,405
-150
-6% -$29K 0.01% 186
2025
Q4 		$523K Buy
2,555
+36
+1% +$7.2K 0.01% 150
2025
Q3 		$493K Buy
2,519
+800
+47% +$146K 0.01% 119
2025
Q2 		$312K Buy
+1,719
New +$261K 0.01% 123

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Facet Wealth Inc's IYW Position: Q2 2026 in Review

Facet Wealth Inc reduced its iShares US Technology ETF (IYW) stake by 8.2% in Q2 2026, selling an estimated $45.2K and leaving 2,208 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #199.

Facet Wealth Inc first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 1,073 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Facet Wealth Inc held 2,208 shares of iShares US Technology ETF worth $557K as of Q2 2026.
  • Facet Wealth Inc sold 197 iShares US Technology ETF shares in Q2 2026, an estimated $45.2K.
  • iShares US Technology ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #199 holding.
  • Facet Wealth Inc first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.