Financial Gravity Companies’s iShares US Technology ETF IYW Stock Holding History

Financial Gravity Companies’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	$394K	Buy	+1,564	New	+$359K	0.06%	119
2025 Q2	$393K	Buy	+2,269	New	+$344K	0.08%	114
2024 Q4	$387K	Sell	2,423 -322	-12%	-$50.9K	0.09%	103
2024 Q3	$416K	Buy	+2,745	New	+$404K	0.11%	70
2018 Q4	$586K	Buy	+13,424	New	+$581K	0.53%	27

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

Financial Gravity Companies's IYW Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,564 shares worth $394K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYW as recently as Q2 2025.

Financial Gravity Companies first reported a position in IYW in Q4 2018 and has held it in 5 quarters since. The position peaked at $586K in Q4 2018. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Financial Gravity Companies held 1,564 shares of iShares US Technology ETF worth $394K as of Q2 2026.
iShares US Technology ETF was a new Financial Gravity Companies position in Q2 2026.
iShares US Technology ETF made up 0.06% of Financial Gravity Companies's portfolio in Q2 2026, its #119 holding.
Financial Gravity Companies first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 5 quarters since.
Financial Gravity Companies's iShares US Technology ETF position peaked at $586K in Q4 2018.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.