First Command Advisory Services’s iShares US Technology ETF IYW Stock Holding History

First Command Advisory Services’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	$54.4K	Sell	216 -155	-42%	-$35.6K	﹤0.01%	421
2026 Q1	$67.3K	Hold	371	–	–	﹤0.01%	309
2025 Q4	$74K	Buy	371 +32	+9%	+$6.4K	﹤0.01%	276
2025 Q3	$66.4K	Hold	339	–	–	﹤0.01%	282
2025 Q2	$58.7K	Buy	+339	New	+$51.4K	﹤0.01%	276
2018 Q2	–	Sell	-32	Closed	–	–	32
2018 Q1	$0	Sell	32 -48	-60%	-$2.07K	﹤0.01%	48
2017 Q4	$3K	Buy	+80	New	+$3.21K	﹤0.01%	28

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

First Command Advisory Services's IYW Position: Q2 2026 in Review

First Command Advisory Services reduced its iShares US Technology ETF (IYW) stake by 42% in Q2 2026, selling an estimated $35.6K and leaving 216 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

First Command Advisory Services first reported a position in IYW in Q4 2017 and has held it in 7 quarters since. The position peaked at $74K in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First Command Advisory Services held 216 shares of iShares US Technology ETF worth $54.4K as of Q2 2026.
First Command Advisory Services sold 155 iShares US Technology ETF shares in Q2 2026, an estimated $35.6K.
iShares US Technology ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #421 holding.
First Command Advisory Services first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 7 quarters since.
First Command Advisory Services's iShares US Technology ETF position peaked at $74K in Q4 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.