Guidance Capital’s iShares US Technology ETF IYW Stock Holding History

Guidance Capital’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	$332K	Hold	1,367	–	–	0.07%	196
2026 Q1	$308K	Sell	1,367 -7,288	-84%	-$1.41M	0.07%	202
2025 Q4	$1.72M	Buy	8,655 +70	+0.8%	+$14K	0.42%	42
2025 Q3	$1.74M	Buy	8,585 +344	+4%	+$62.9K	0.46%	38
2025 Q2	$1.46M	Buy	8,241 +399	+5%	+$60.5K	0.42%	43
2025 Q1	$1.16M	Buy	7,842 +747	+11%	+$116K	0.35%	52
2024 Q4	$1.17M	Buy	7,095 +458	+7%	+$72.5K	0.36%	52
2024 Q3	$1.03M	Buy	6,637 +799	+14%	+$118K	0.32%	66
2024 Q2	$854K	Buy	5,838 +1,940	+50%	+$268K	0.28%	83
2024 Q1	$511K	Buy	3,898 +1,692	+77%	+$220K	0.19%	117
2023 Q4	$264K	Buy	+2,206	New	+$250K	0.1%	153

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

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

Guidance Capital's IYW Position: Q2 2026 in Review

Guidance Capital held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,367 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #196.

Guidance Capital first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2025. 310 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Guidance Capital held 1,367 shares of iShares US Technology ETF worth $332K as of Q2 2026.
Guidance Capital left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.07% of Guidance Capital's portfolio in Q2 2026, its #196 holding.
Guidance Capital first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Guidance Capital's iShares US Technology ETF position peaked at $1.74M in Q3 2025.
310 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.