Ferguson Wellman Capital Management’s iShares US Technology ETF IYW Stock Holding History

Ferguson Wellman Capital Management’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 Q3	$6.42M	Sell	24,228 -85	-0.3%	-$21.2K	0.08%	119
2026 Q2	$6.13M	Sell	24,313 -310	-1%	-$71.2K	0.07%	120
2026 Q1	$4.47M	Sell	24,623 -1,120	-4%	-$216K	0.06%	134
2025 Q4	$5.14M	Sell	25,743 -390	-1%	-$78K	0.08%	99
2025 Q3	$5.12M	Sell	26,133 -135	-0.5%	-$24.7K	0.08%	98
2025 Q2	$4.55M	Hold	26,268	–	–	0.08%	101
2025 Q1	$3.69M	Sell	26,268 -1,308	-5%	-$204K	0.07%	109
2024 Q4	$4.4M	Buy	27,576 +136	+0.5%	+$21.5K	0.08%	109
2024 Q3	$4.16M	Sell	27,440 -125	-0.5%	-$18.4K	0.08%	111
2024 Q2	$4.15M	Sell	27,565 -320	-1%	-$44.2K	0.08%	108
2024 Q1	$3.77M	Sell	27,885 -1,210	-4%	-$158K	0.08%	116
2023 Q4	$3.57M	Sell	29,095 -710	-2%	-$80.4K	0.08%	117
2023 Q3	$3.13M	Sell	29,805 -40	-0.1%	-$4.35K	0.08%	118
2023 Q2	$3.25M	Sell	29,845 -470	-2%	-$46.2K	0.08%	118
2023 Q1	$2.81M	Buy	30,315 +1,090	+4%	+$91.5K	0.07%	117
2022 Q4	$2.18M	Buy	29,225 +5,415	+23%	+$414K	0.06%	135
2022 Q3	$1.75M	Sell	23,810 -99	-0.4%	-$8.39K	0.07%	123
2022 Q2	$1.91M	Sell	23,909 -1,215	-5%	-$108K	0.07%	127
2022 Q1	$2.59M	Sell	25,124 -370	-1%	-$37.8K	0.08%	121
2021 Q4	$2.93M	Sell	25,494 -5,920	-19%	-$657K	0.09%	116
2021 Q3	$3.18M	Hold	31,414	–	–	0.1%	114
2021 Q2	$3.12M	Sell	31,414 -910	-3%	-$84.9K	0.1%	112
2021 Q1	$2.83M	Sell	32,324 -1,480	-4%	-$130K	0.1%	111
2020 Q4	$2.88M	Sell	33,804 -860	-2%	-$68.7K	0.07%	162
2020 Q3	$2.61M	Sell	34,664 -2,728	-7%	-$199K	0.07%	150
2020 Q2	$2.52M	Sell	37,392 -472	-1%	-$28.5K	0.08%	144
2020 Q1	$1.94M	Sell	37,864 -7,400	-16%	-$429K	0.07%	148
2019 Q4	$2.63M	Sell	45,264 -560	-1%	-$30.5K	0.08%	153
2019 Q3	$2.34M	Sell	45,824 -200	-0.4%	-$10.2K	0.07%	149
2019 Q2	$2.28M	Sell	46,024 -11,700	-20%	-$572K	0.08%	148
2019 Q1	$2.75M	Sell	57,724 -25,520	-31%	-$1.13M	0.09%	144
2018 Q4	$3.33M	Buy	+83,244	New	+$3.61M	0.13%	139

Other funds holding IYW

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management's IYW Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares US Technology ETF (IYW) stake by 0.35% in Q3 2026, selling an estimated $21.2K and leaving 24,228 shares worth $6.42M. The position accounts for 0.08% of the portfolio, ranked #119.

Ferguson Wellman Capital Management first reported a position in IYW in Q4 2018 and has held it in 32 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Ferguson Wellman Capital Management held 24,228 shares of iShares US Technology ETF worth $6.42M as of Q3 2026.
Ferguson Wellman Capital Management sold 85 iShares US Technology ETF shares in Q3 2026, an estimated $21.2K.
iShares US Technology ETF made up 0.08% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #119 holding.
Ferguson Wellman Capital Management first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 32 quarters since.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.