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Financial Solutions Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Financial Solutions Advisory Group’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 		$491K Hold
1,970
– – 0.06% 111
2026
Q1 		$357K Buy
+1,970
New +$381K 0.05% 122

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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
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
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Financial Solutions Advisory Group's IYW Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,970 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #111.

Financial Solutions Advisory Group first reported a position in IYW in Q1 2026 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Financial Solutions Advisory Group held 1,970 shares of iShares US Technology ETF worth $491K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Financial Solutions Advisory Group first reported a position in iShares US Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.