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Global Financial Private Client’s iShares US Technology ETF IYW Stock Holding History

Global Financial Private Client’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 		$2.64M Hold
10,464
– – 0.72% 35
2026
Q1 		$1.9M Hold
10,464
– – 0.62% 45
2025
Q4 		$2.09M Hold
10,464
– – 0.73% 33
2025
Q3 		$2.05M Sell
10,464
-631
-6% -$115K 0.73% 33
2025
Q2 		$1.92M Sell
11,095
-29
-0.3% -$4.4K 0.72% 33
2025
Q1 		$1.56M Buy
11,124
+7
+0.1% +$1.09K 0.6% 43
2024
Q4 		$1.77M Sell
11,117
-88
-0.8% -$13.9K 0.67% 38
2024
Q3 		$1.7M Sell
11,205
-106
-0.9% -$15.6K 0.66% 31
2024
Q2 		$1.7M Buy
11,311
+1
+0% +$138 0.71% 29
2024
Q1 		$1.53M Buy
11,310
+65
+0.6% +$8.46K 0.66% 33
2023
Q4 		$1.38M Buy
11,245
+247
+2% +$28K 0.65% 31
2023
Q3 		$1.17M Sell
10,998
-802
-7% -$87.2K 0.6% 41
2023
Q2 		$1.28M Buy
11,800
+634
+6% +$62.3K 0.63% 41
2023
Q1 		$1.04M Sell
11,166
-246
-2% -$20.6K 0.53% 49
2022
Q4 		$850K Buy
11,412
+932
+9% +$71.3K 0.48% 49
2022
Q3 		$793K Hold
10,480
– – 0.46% 57
2022
Q2 		$838K Sell
10,480
-34
-0.3% -$3.01K 0.47% 55
2022
Q1 		$1.08M Hold
10,514
– – 0.52% 46
2021
Q4 		$1.21M Hold
10,514
– – 0.58% 42
2021
Q3 		$1.08M Sell
10,514
-10
-0.1% -$1.04K 0.55% 44
2021
Q2 		$1.05M Hold
10,524
– – 0.58% 40
2021
Q1 		$944K Hold
10,524
– – 0.68% 31
2020
Q4 		$895K Hold
10,524
– – 0.71% 29
2020
Q3 		$803K Hold
10,524
– – 0.7% 34
2020
Q2 		$713K Hold
10,524
– – 0.62% 39
2020
Q1 		$513K Hold
10,524
– – 0.54% 44
2019
Q4 		$612K Buy
+10,524
New +$572K 0.51% 48

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Global Financial Private Client's IYW Position: Q2 2026 in Review

Global Financial Private Client held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 10,464 shares worth $2.64M. The position accounts for 0.72% of the portfolio, ranked #35.

Global Financial Private Client first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Global Financial Private Client held 10,464 shares of iShares US Technology ETF worth $2.64M as of Q2 2026.
  • Global Financial Private Client left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.72% of Global Financial Private Client's portfolio in Q2 2026, its #35 holding.
  • Global Financial Private Client first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.