Flagship Wealth Advisors
IYW icon

Flagship Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Flagship Wealth Advisors’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
Q3 		$305K Hold
1,150
– – 0.07% 122
2026
Q2 		$290K Buy
+1,150
New +$264K 0.06% 125
2026
Q1 		– Sell
-1,150
Closed -$230K – 379
2025
Q4 		$230K Hold
1,150
– – 0.07% 116
2025
Q3 		$225K Hold
1,150
– – 0.07% 108
2025
Q2 		$199K Hold
1,150
– – 0.08% 117
2025
Q1 		$162K Hold
1,150
– – 0.07% 124
2024
Q4 		$183K Buy
+1,150
New +$182K 0.11% 100

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Flagship Wealth Advisors's IYW Position: Q3 2026 in Review

Flagship Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,150 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #122.

Flagship Wealth Advisors first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Flagship Wealth Advisors held 1,150 shares of iShares US Technology ETF worth $305K as of Q3 2026.
  • Flagship Wealth Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.07% of Flagship Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • Flagship Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.