First City Capital Management’s iShares US Technology ETF IYW Stock Holding History

First City Capital Management’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	$517K	Hold	2,050	–	–	0.25%	100
2026 Q1	$372K	Hold	2,050	–	–	0.2%	115
2025 Q4	$409K	Sell	2,050 -350	-15%	-$70K	0.22%	116
2025 Q3	$470K	Hold	2,400	–	–	0.25%	104
2025 Q2	$416K	Hold	2,400	–	–	0.24%	109
2025 Q1	$337K	Hold	2,400	–	–	0.2%	114
2024 Q4	$383K	Sell	2,400 -200	-8%	-$31.6K	0.2%	114
2024 Q3	$394K	Hold	2,600	–	–	0.2%	115
2024 Q2	$391K	Hold	2,600	–	–	0.22%	108
2024 Q1	$351K	Hold	2,600	–	–	0.19%	124
2023 Q4	$319K	Hold	2,600	–	–	0.19%	129
2023 Q3	$273K	Hold	2,600	–	–	0.17%	139
2023 Q2	$283K	Hold	2,600	–	–	0.17%	141
2023 Q1	$242K	Buy	+2,600	New	+$218K	0.14%	149
2022 Q3	–	Sell	-2,600	Closed	-$208K	–	162
2022 Q2	$208K	Hold	2,600	–	–	0.13%	153
2022 Q1	$268K	Hold	2,600	–	–	0.15%	146
2021 Q4	$270K	Sell	2,600 -300	-10%	-$33.3K	0.15%	141
2021 Q3	$294K	Hold	2,900	–	–	0.17%	134
2021 Q2	$303K	Hold	2,900	–	–	0.17%	138
2021 Q1	$251K	Hold	2,900	–	–	0.15%	142
2020 Q4	$269K	Sell	2,900 -3,300	-53%	-$264K	0.17%	130
2020 Q3	$494K	Buy	6,200 +3,100	+100%	+$226K	0.18%	114
2020 Q2	$209K	Buy	+3,100	New	+$187K	0.16%	135
2016 Q2	–	Sell	-5,200	Closed	-$141K	–	326
2016 Q1	$141K	Hold	5,200	–	–	0.1%	166
2015 Q4	$139K	Sell	5,200 -2,800	-35%	-$75.5K	0.09%	167
2015 Q3	$198K	Hold	8,000	–	–	0.15%	126
2015 Q2	$209K	Hold	8,000	–	–	0.15%	127
2015 Q1	$210K	Hold	8,000	–	–	0.15%	126
2014 Q4	$209K	Sell	8,000 -6,420	-45%	-$164K	0.14%	127
2014 Q3	$363K	Hold	14,420	–	–	0.26%	99
2014 Q2	$349K	Hold	14,420	–	–	0.25%	104
2014 Q1	$328K	Hold	14,420	–	–	0.23%	106
2013 Q4	$319K	Hold	14,420	–	–	0.26%	106
2013 Q3	$284K	Hold	14,420	–	–	0.23%	117
2013 Q2	$265K	Buy	+14,420	New	+$268K	0.24%	110

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

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

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

First City Capital Management's IYW Position: Q2 2026 in Review

First City Capital Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,050 shares worth $517K. The position accounts for 0.25% of the portfolio, ranked #100.

First City Capital Management first reported a position in IYW in Q2 2013 and has held it in 35 quarters since. 207 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First City Capital Management held 2,050 shares of iShares US Technology ETF worth $517K as of Q2 2026.
First City Capital Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.25% of First City Capital Management's portfolio in Q2 2026, its #100 holding.
First City Capital Management first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 35 quarters since.
207 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.