GoalVest Advisory’s iShares US Technology ETF IYW Stock Holding History

GoalVest Advisory’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	$68.1K	Hold	270	–	–	0.01%	184
2026 Q1	$49K	Hold	270	–	–	0.01%	225
2025 Q4	$53.9K	Hold	270	–	–	0.01%	238
2025 Q3	$52.9K	Hold	270	–	–	0.01%	216
2025 Q2	$46.8K	Hold	270	–	–	0.01%	213
2025 Q1	$37.9K	Hold	270	–	–	0.01%	202
2024 Q4	$43.1K	Hold	270	–	–	0.01%	197
2024 Q3	$40.9K	Hold	270	–	–	0.01%	208
2024 Q2	$40.6K	Hold	270	–	–	0.01%	188
2024 Q1	$36.5K	Hold	270	–	–	0.01%	217
2023 Q4	$33.1K	Hold	270	–	–	0.01%	173
2023 Q3	$28.3K	Hold	270	–	–	0.01%	185
2023 Q2	$29.4K	Hold	270	–	–	0.02%	172
2023 Q1	$25.1K	Hold	270	–	–	0.01%	153
2022 Q4	$20.1K	Hold	270	–	–	0.01%	158
2022 Q3	$20K	Hold	270	–	–	0.01%	156
2022 Q2	$22K	Buy	+270	New	+$23.9K	0.01%	215

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

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

MFG

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

FTS

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

PFA

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

FFA

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

GoalVest Advisory's IYW Position: Q2 2026 in Review

GoalVest Advisory held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 270 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #184.

GoalVest Advisory first reported a position in IYW in Q2 2022 and has held it in 17 quarters since. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

GoalVest Advisory held 270 shares of iShares US Technology ETF worth $68.1K as of Q2 2026.
GoalVest Advisory left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #184 holding.
GoalVest Advisory first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 17 quarters since.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.