First Heartland Consultants’s iShares US Technology ETF IYW Stock Holding History

First Heartland Consultants’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	$7.51M	Sell	29,777 -1,483	-5%	-$341K	0.49%	51
2026 Q1	$5.67M	Sell	31,260 -980	-3%	-$189K	0.43%	57
2025 Q4	$6.44M	Sell	32,240 -117	-0.4%	-$23.4K	0.49%	53
2025 Q3	$6.34M	Sell	32,357 -5,817	-15%	-$1.06M	0.51%	49
2025 Q2	$6.61M	Buy	38,174 +1,007	+3%	+$153K	0.59%	43
2025 Q1	$5.22M	Sell	37,167 -3,502	-9%	-$545K	0.54%	54
2024 Q4	$6.49M	Buy	40,669 +5,359	+15%	+$848K	0.67%	39
2024 Q3	$5.35M	Sell	35,310 -1,780	-5%	-$262K	0.58%	39
2024 Q2	$5.58K	Buy	37,090 +3,640	+11%	+$503K	0.39%	49
2024 Q1	$4.52M	Buy	33,450 +23,667	+242%	+$3.08M	0.47%	60
2023 Q4	$1.2M	Sell	9,783 -39,628	-80%	-$4.49M	0.14%	128
2023 Q3	$5.18M	Buy	49,411 +1,106	+2%	+$120K	0.65%	42
2023 Q2	$5.26M	Buy	48,305 +36,929	+325%	+$3.63M	0.68%	33
2023 Q1	$1.06M	Buy	11,376 +1,149	+11%	+$96.4K	0.16%	129
2022 Q4	$762K	Buy	10,227 +3,596	+54%	+$275K	0.12%	148
2022 Q3	$486	Sell	6,631 -2,391	-27%	-$203K	0.04%	192
2022 Q2	$721K	Sell	9,022 -1,128	-11%	-$99.8K	0.11%	146
2022 Q1	$1.04M	Hold	10,150	–	–	0.16%	113
2021 Q4	$1.17K	Buy	10,150 +4,654	+85%	+$517K	0.04%	103
2021 Q3	$557K	Sell	5,496 -38	-0.7%	-$3.96K	0.08%	186
2021 Q2	$550K	Sell	5,534 -144	-3%	-$13.4K	0.08%	200
2021 Q1	$498K	Sell	5,678 -942	-14%	-$82.5K	0.08%	205
2020 Q4	$563K	Sell	6,620 -1,864	-22%	-$149K	0.09%	156
2020 Q3	$639K	Sell	8,484 -2,248	-21%	-$164K	0.12%	126
2020 Q2	$724K	Sell	10,732 -6,916	-39%	-$417K	0.14%	120
2020 Q1	$902K	Sell	17,648 -6,524	-27%	-$378K	0.23%	94
2019 Q4	$1.41M	Buy	24,172 +9,820	+68%	+$534K	0.28%	91
2019 Q3	$733K	Buy	14,352 +548	+4%	+$27.8K	0.16%	128
2019 Q2	$683K	Buy	13,804 +4,592	+50%	+$225K	0.16%	122
2019 Q1	$439K	Buy	9,212 +1,640	+22%	+$72.9K	0.12%	157
2018 Q4	$303K	Sell	7,572 -8,104	-52%	-$351K	0.11%	173
2018 Q3	$760K	Buy	15,676 +2,948	+23%	+$139K	0.24%	95
2018 Q2	$567K	Sell	12,728 -6,204	-33%	-$274K	0.2%	121
2018 Q1	$796K	Sell	18,932 -512	-3%	-$22K	0.24%	106
2017 Q4	$791K	Sell	19,444 -2,380	-11%	-$95.4K	0.24%	108
2017 Q3	$818K	Buy	21,824 +816	+4%	+$29.9K	0.2%	148
2017 Q2	$734K	Sell	21,008 -468	-2%	-$16.4K	0.19%	149
2017 Q1	$726K	Buy	21,476 +4,240	+25%	+$138K	0.2%	141
2016 Q4	$518K	Buy	17,236 +284	+2%	+$8.47K	0.16%	172
2016 Q3	$504K	Buy	16,952 +5,860	+53%	+$168K	0.15%	171
2016 Q2	$292	Sell	11,092 -392	-3%	-$10.3K	0.03%	233
2016 Q1	$312K	Buy	+11,484	New	+$290K	0.12%	189
2015 Q3	–	Sell	-9,792	Closed	-$256	–	272
2015 Q2	$256	Buy	9,792 +968	+11%	+$26.1K	0.07%	210
2015 Q1	$232K	Sell	8,824 -19,788	-69%	-$520K	0.09%	223
2014 Q4	$747K	Sell	28,612 -3,864	-12%	-$98.6K	0.31%	94
2014 Q3	$818K	Buy	32,476 +24,180	+291%	+$604K	0.36%	78
2014 Q2	$201K	Buy	+8,296	New	+$192K	0.09%	232

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 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

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

First Heartland Consultants's IYW Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares US Technology ETF (IYW) stake by 4.7% in Q2 2026, selling an estimated $341K and leaving 29,777 shares worth $7.51M. The position accounts for 0.49% of the portfolio, ranked #51.

First Heartland Consultants first reported a position in IYW in Q2 2014 and has held it in 47 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First Heartland Consultants held 29,777 shares of iShares US Technology ETF worth $7.51M as of Q2 2026.
First Heartland Consultants sold 1,483 iShares US Technology ETF shares in Q2 2026, an estimated $341K.
iShares US Technology ETF made up 0.49% of First Heartland Consultants's portfolio in Q2 2026, its #51 holding.
First Heartland Consultants first reported a position in iShares US Technology ETF in Q2 2014 and has held it in 47 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.