Flagstar Advisors’s iShares US Technology ETF IYW Stock Holding History

Flagstar 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	$3M	Sell	11,319 -4,694	-29%	-$1.17M	0.91%	37
2026 Q2	$4.04M	Buy	16,013 +1,512	+10%	+$347K	1.22%	24
2026 Q1	$2.63M	Sell	14,501 -2,209	-13%	-$427K	0.95%	33
2025 Q4	$3.34M	Sell	16,710 -261	-2%	-$52.2K	1.12%	30
2025 Q3	$3.32M	Sell	16,971 -239	-1%	-$43.7K	1.02%	29
2025 Q2	$2.98M	Buy	17,210 +1,744	+11%	+$264K	0.83%	35
2025 Q1	$2.17M	Sell	15,466 -1,075	-6%	-$167K	0.56%	48
2024 Q4	$2.64M	Buy	16,541 +1,886	+13%	+$298K	0.66%	41
2024 Q3	$2.22M	Buy	14,655 +812	+6%	+$119K	0.56%	45
2024 Q2	$2.08M	Buy	13,843 +4,355	+46%	+$602K	0.57%	44
2024 Q1	$1.28M	Buy	9,488 +3,503	+59%	+$456K	0.36%	68
2023 Q4	$735K	Buy	5,985 +2,953	+97%	+$334K	0.23%	92
2023 Q3	$318K	Buy	+3,032	New	+$330K	0.12%	130

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Flagstar Advisors's IYW Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares US Technology ETF (IYW) stake by 29% in Q3 2026, selling an estimated $1.17M and leaving 11,319 shares worth $3M. The position accounts for 0.91% of the portfolio, ranked #37.

Flagstar Advisors first reported a position in IYW in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.04M in Q2 2026. 555 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Flagstar Advisors held 11,319 shares of iShares US Technology ETF worth $3M as of Q3 2026.
Flagstar Advisors sold 4,694 iShares US Technology ETF shares in Q3 2026, an estimated $1.17M.
iShares US Technology ETF made up 0.91% of Flagstar Advisors's portfolio in Q3 2026, its #37 holding.
Flagstar Advisors first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 13 quarters since.
Flagstar Advisors's iShares US Technology ETF position peaked at $4.04M in Q2 2026.
555 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.