HWA
IYW icon

HCR Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

HCR Wealth 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
Q2 		$2.15M Sell
8,516
-138
-2% -$31.7K 0.19% 78
2026
Q1 		$1.57M Sell
8,654
-560
-6% -$108K 0.16% 88
2025
Q4 		$1.84M Sell
9,214
-15
-0.2% -$3K 0.18% 80
2025
Q3 		$1.83M Hold
9,229
– – 0.19% 75
2025
Q2 		$1.6M Hold
9,229
– – 0.19% 73
2025
Q1 		$1.3M Sell
9,229
-125
-1% -$19.5K 0.17% 84
2024
Q4 		$1.49M Sell
9,354
-297
-3% -$47K 0.19% 80
2024
Q3 		$1.46M Buy
9,651
+1
+0% +$147 0.19% 83
2024
Q2 		$1.45M Hold
9,650
– – 0.21% 73
2024
Q1 		$1.3M Sell
9,650
-91
-0.9% -$11.8K 0.2% 77
2023
Q4 		$1.2M Buy
9,741
+148
+2% +$16.8K 0.19% 79
2023
Q3 		$1.01M Sell
9,593
-1,202
-11% -$131K 0.22% 77
2023
Q2 		$1.18M Sell
10,795
-314
-3% -$30.8K 0.22% 76
2023
Q1 		$1.03M Sell
11,109
-236
-2% -$19.8K 0.2% 79
2022
Q4 		$845K Sell
11,345
-151
-1% -$11.6K 0.18% 83
2022
Q3 		$843K Hold
11,496
– – 0.18% 82
2022
Q2 		$919K Sell
11,496
-1,164
-9% -$103K 0.18% 86
2022
Q1 		$1.3M Sell
12,660
-207
-2% -$21.1K 0.21% 79
2021
Q4 		$1.48M Sell
12,867
-845
-6% -$93.8K 0.23% 82
2021
Q3 		$1.39M Sell
13,712
-32
-0.2% -$3.34K 0.23% 87
2021
Q2 		$1.37M Sell
13,744
-405
-3% -$37.8K 0.24% 85
2021
Q1 		$1.24M Sell
14,149
-1,103
-7% -$96.6K 0.25% 83
2020
Q4 		$1.3M Sell
15,252
-1,112
-7% -$88.8K 0.27% 75
2020
Q3 		$1.23M Buy
16,364
+2,084
+15% +$152K 0.28% 69
2020
Q2 		$966K Sell
14,280
-360
-2% -$21.7K 0.23% 71
2020
Q1 		$748K Sell
14,640
-3,308
-18% -$192K 0.21% 76
2019
Q4 		$1.04M Buy
17,948
+4,252
+31% +$231K 0.25% 72
2019
Q3 		$703K Sell
13,696
-3,836
-22% -$195K 0.23% 77
2019
Q2 		$867K Sell
17,532
-1,108
-6% -$54.2K 0.25% 78
2019
Q1 		$869K Sell
18,640
-4,608
-20% -$205K 0.25% 78
2018
Q4 		$930K Buy
23,248
+1,120
+5% +$48.5K 0.3% 71
2018
Q3 		$1M Sell
22,128
-768
-3% -$36.3K 0.33% 70
2018
Q2 		$1.03M Sell
22,896
-1,740
-7% -$77K 0.34% 74
2018
Q1 		$1.04M Buy
24,636
+3,760
+18% +$162K 0.36% 70
2017
Q4 		$849K Sell
20,876
-272
-1% -$10.9K 0.3% 78
2017
Q3 		$793K Buy
21,148
+5,172
+32% +$189K 0.33% 76
2017
Q2 		$558K Buy
15,976
+4,204
+36% +$147K 0.28% 80
2017
Q1 		$398K Buy
+11,772
New +$382K 0.2% 96

Other funds holding IYW

FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RW
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
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
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return