Gilbert Capital Group’s iShares US Technology ETF IYW Stock Holding History

Gilbert Capital Group’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	$210K	Buy	+834	New	+$192K	0.15%	54

Other funds holding IYW

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Gilbert Capital Group's IYW Position: Q2 2026 in Review

Gilbert Capital Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 834 shares worth $210K. The stake represents 0.15% of the portfolio and ranks #54 among its holdings.

232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Gilbert Capital Group held 834 shares of iShares US Technology ETF worth $210K as of Q2 2026.
iShares US Technology ETF was a new Gilbert Capital Group position in Q2 2026.
iShares US Technology ETF made up 0.15% of Gilbert Capital Group's portfolio in Q2 2026, its #54 holding.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.