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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
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

High Point Wealth Management's IYW Position: Q2 2026 in Review

High Point Wealth Management reduced its iShares US Technology ETF (IYW) stake by 2.7% in Q2 2026, selling an estimated $318K and leaving 50,732 shares worth $12.8M. The position accounts for 10.47% of the portfolio, ranked #1.

High Point Wealth Management first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • High Point Wealth Management held 50,732 shares of iShares US Technology ETF worth $12.8M as of Q2 2026.
  • High Point Wealth Management sold 1,384 iShares US Technology ETF shares in Q2 2026, an estimated $318K.
  • iShares US Technology ETF made up 10.47% of High Point Wealth Management's portfolio in Q2 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 3 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.