High Point Wealth Management
IYW icon

High Point Wealth Management’s iShares US Technology ETF IYW Stock Holding History

High Point Wealth Management’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
Q3 		$13.3M Sell
50,380
-352
-0.7% -$87.9K 10.56% 1
2026
Q2 		$12.8M Sell
50,732
-1,384
-3% -$318K 10.47% 1
2026
Q1 		$9.45M Sell
52,116
-482
-0.9% -$93.1K 9.13% 1
2025
Q4 		$10.5M Buy
+52,598
New +$10.5M 9.86% 1

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

High Point Wealth Management's IYW Position: Q3 2026 in Review

High Point Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.69% in Q3 2026, selling an estimated $87.9K and leaving 50,380 shares worth $13.3M. The position accounts for 10.56% of the portfolio, ranked #1.

High Point Wealth Management first reported a position in IYW in Q4 2025 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • High Point Wealth Management held 50,380 shares of iShares US Technology ETF worth $13.3M as of Q3 2026.
  • High Point Wealth Management sold 352 iShares US Technology ETF shares in Q3 2026, an estimated $87.9K.
  • iShares US Technology ETF made up 10.56% of High Point Wealth Management's portfolio in Q3 2026, its #1 holding.
  • High Point Wealth Management first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.