HWP
IYW icon

Highline Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Highline Wealth Partners’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 		$39.6K Buy
+157
New +$36.1K 0.01% 268
2024
Q3 		– Sell
-130
Closed -$19.6K – 619
2024
Q2 		$19.6K Hold
130
– – 0.01% 171
2024
Q1 		$17.6K Hold
130
– – 0.01% 179
2023
Q4 		$16K Hold
130
– – 0.01% 175
2023
Q3 		$13.6K Buy
+130
New +$14.1K 0.01% 166

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
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

Highline Wealth Partners's IYW Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 157 shares worth $39.6K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in IYW as recently as Q2 2024.

Highline Wealth Partners first reported a position in IYW in Q3 2023 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Highline Wealth Partners held 157 shares of iShares US Technology ETF worth $39.6K as of Q2 2026.
  • iShares US Technology ETF was a new Highline Wealth Partners position in Q2 2026.
  • iShares US Technology ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Highline Wealth Partners first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.