HPC
IYW icon

Hobart Private Capital’s iShares US Technology ETF IYW Stock Holding History

Hobart Private 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 		$261K Sell
1,036
-366
-26% -$84.1K 0.04% 126
2026
Q1 		$254K Sell
1,402
-232
-14% -$44.8K 0.05% 120
2025
Q4 		$326K Hold
1,634
– – 0.06% 107
2025
Q3 		$320K Sell
1,634
-67
-4% -$12.3K 0.07% 102
2025
Q2 		$295K Sell
1,701
-240
-12% -$36.4K 0.07% 99
2025
Q1 		$273K Sell
1,941
-1
-0.1% -$156 0.07% 87
2024
Q4 		$310K Hold
1,942
– – 0.08% 78
2024
Q3 		$294K Sell
1,942
-5
-0.3% -$735 0.08% 71
2024
Q2 		$293K Sell
1,947
-456
-19% -$63K 0.08% 68
2024
Q1 		$325K Sell
2,403
-55
-2% -$7.16K 0.1% 60
2023
Q4 		$302K Buy
2,458
+424
+21% +$48K 0.1% 54
2023
Q3 		$213K Sell
2,034
-1,930
-49% -$210K 0.08% 39
2023
Q2 		$432K Buy
3,964
+118
+3% +$11.6K 0.16% 30
2023
Q1 		$357K Sell
3,846
-110,323
-97% -$9.26M 0.14% 29
2022
Q4 		$8.5M Buy
114,169
+6,306
+6% +$482K 5.76% 6
2022
Q3 		$7.91M Buy
107,863
+221
+0.2% +$18.7K 5.68% 8
2022
Q2 		$8.61M Buy
107,642
+13,798
+15% +$1.22M 4.02% 9
2022
Q1 		$9.67M Buy
93,844
+22,979
+32% +$2.35M 3.73% 10
2021
Q4 		$8.14M Buy
+70,865
New +$7.87M 3.05% 14

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
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
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
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

Hobart Private Capital's IYW Position: Q2 2026 in Review

Hobart Private Capital reduced its iShares US Technology ETF (IYW) stake by 26% in Q2 2026, selling an estimated $84.1K and leaving 1,036 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #126.

Hobart Private Capital first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.67M in Q1 2022. 223 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Hobart Private Capital held 1,036 shares of iShares US Technology ETF worth $261K as of Q2 2026.
  • Hobart Private Capital sold 366 iShares US Technology ETF shares in Q2 2026, an estimated $84.1K.
  • iShares US Technology ETF made up 0.04% of Hobart Private Capital's portfolio in Q2 2026, its #126 holding.
  • Hobart Private Capital first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • Hobart Private Capital's iShares US Technology ETF position peaked at $9.67M in Q1 2022.
  • 223 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.