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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fiduciary Planning's IYW Position: Q2 2026 in Review

Fiduciary Planning reduced its iShares US Technology ETF (IYW) stake by 22% in Q2 2026, selling an estimated $188K and leaving 2,866 shares worth $723K. The position accounts for 0.19% of the portfolio, ranked #48.

Fiduciary Planning first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $736K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fiduciary Planning held 2,866 shares of iShares US Technology ETF worth $723K as of Q2 2026.
Fiduciary Planning sold 818 iShares US Technology ETF shares in Q2 2026, an estimated $188K.
iShares US Technology ETF made up 0.19% of Fiduciary Planning's portfolio in Q2 2026, its #48 holding.
Fiduciary Planning first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Fiduciary Planning's iShares US Technology ETF position peaked at $736K in Q4 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.