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Fiduciary Planning’s iShares US Technology ETF IYW Stock Holding History

Fiduciary Planning’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 		$759K Hold
2,866
– – 0.2% 46
2026
Q2 		$723K Sell
2,866
-818
-22% -$188K 0.19% 48
2026
Q1 		$668K Hold
3,684
– – 0.2% 47
2025
Q4 		$736K Hold
3,684
– – 0.22% 45
2025
Q3 		$722K Hold
3,684
– – 0.22% 48
2025
Q2 		$638K Hold
3,684
– – 0.21% 48
2025
Q1 		$517K Hold
3,684
– – 0.17% 47
2024
Q4 		$588K Hold
3,684
– – 0.19% 49
2024
Q3 		$559K Hold
3,684
– – 0.19% 44
2024
Q2 		$554K Hold
3,684
– – 0.2% 43
2024
Q1 		$498K Buy
+3,684
New +$480K 0.19% 43

Other funds holding IYW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Fiduciary Planning's IYW Position: Q3 2026 in Review

Fiduciary Planning held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 2,866 shares worth $759K. The position accounts for 0.2% of the portfolio, ranked #46.

Fiduciary Planning first reported a position in IYW in Q1 2024 and has held it in 11 quarters since. 670 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Fiduciary Planning held 2,866 shares of iShares US Technology ETF worth $759K as of Q3 2026.
  • Fiduciary Planning left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.2% of Fiduciary Planning's portfolio in Q3 2026, its #46 holding.
  • Fiduciary Planning first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 11 quarters since.
  • 670 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.