Financial Management Professionals’s iShares US Technology ETF IYW Stock Holding History

Financial Management Professionals’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	$286K	Buy	+1,133	New	+$260K	0.03%	159
2025 Q1	–	Sell	-27,375	Closed	-$4.37M	–	1026
2024 Q4	$4.37M	Buy	27,375 +53	+0.2%	+$8.39K	0.55%	31
2024 Q3	$4.14M	Buy	27,322 +629	+2%	+$92.5K	0.51%	32
2024 Q2	$4.02M	Sell	26,693 -281	-1%	-$38.8K	0.55%	27
2024 Q1	$3.64M	Sell	26,974 -2,468	-8%	-$321K	0.54%	30
2023 Q4	$3.61M	Sell	29,442 -3,182	-10%	-$360K	0.59%	30
2023 Q3	$3.42M	Sell	32,624 -3,266	-9%	-$355K	0.6%	31
2023 Q2	$3.91M	Buy	+35,890	New	+$3.52M	0.65%	33
2022 Q1	–	Sell	-40,910	Closed	-$4.7M	–	1087
2021 Q4	$4.7M	Sell	40,910 -1,436	-3%	-$159K	1%	27
2021 Q3	$4.29M	Buy	+42,346	New	+$4.42M	0.99%	24
2015 Q1	–	Sell	-192,100	Closed	-$5.01M	–	289
2014 Q4	$5.01M	Buy	192,100 +78,056	+68%	+$1.99M	2.77%	9
2014 Q3	$2.87M	Buy	+114,044	New	+$2.85M	1.96%	16

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Management Professionals's IYW Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,133 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in IYW as recently as Q4 2024.

Financial Management Professionals first reported a position in IYW in Q3 2014 and has held it in 12 quarters since. The position peaked at $5.01M in Q4 2014. 268 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Financial Management Professionals held 1,133 shares of iShares US Technology ETF worth $286K as of Q2 2026.
iShares US Technology ETF was a new Financial Management Professionals position in Q2 2026.
iShares US Technology ETF made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #159 holding.
Financial Management Professionals first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 12 quarters since.
Financial Management Professionals's iShares US Technology ETF position peaked at $5.01M in Q4 2014.
268 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.