Hoxton Planning & Management’s iShares US Technology ETF IYW Stock Holding History

Hoxton Planning & 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	$845K	Sell	3,350 -174	-5%	-$40K	0.22%	78
2026 Q1	$639K	Sell	3,524 -337	-9%	-$65.1K	0.19%	90
2025 Q4	$771K	Hold	3,861	–	–	0.23%	75
2025 Q3	$756K	Sell	3,861 -7,336	-66%	-$1.34M	0.24%	75
2025 Q2	$1.94M	Sell	11,197 -1,260	-10%	-$191K	0.67%	33
2025 Q1	$1.75M	Sell	12,457 -77	-0.6%	-$12K	0.67%	32
2024 Q4	$2M	Sell	12,534 -1,354	-10%	-$214K	0.76%	24
2024 Q3	$2.11M	Sell	13,888 -1,375	-9%	-$202K	0.82%	22
2024 Q2	$2.3M	Sell	15,263 -51	-0.3%	-$7.05K	1.07%	17
2024 Q1	$2.07M	Buy	15,314 +27	+0.2%	+$3.52K	0.99%	20
2023 Q4	$1.88M	Buy	15,287 +1,616	+12%	+$183K	0.99%	18
2023 Q3	$1.43M	Sell	13,671 -11,700	-46%	-$1.27M	0.93%	20
2023 Q2	$2.76M	Sell	25,371 -6,706	-21%	-$659K	1.71%	13
2023 Q1	$2.98M	Buy	32,077 +4,073	+15%	+$342K	1.64%	13
2022 Q4	$2.09M	Buy	+28,004	New	+$2.14M	1.11%	18

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hoxton Planning & Management's IYW Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares US Technology ETF (IYW) stake by 4.9% in Q2 2026, selling an estimated $40K and leaving 3,350 shares worth $845K. The position accounts for 0.22% of the portfolio, ranked #78.

Hoxton Planning & Management first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2023. 269 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Hoxton Planning & Management held 3,350 shares of iShares US Technology ETF worth $845K as of Q2 2026.
Hoxton Planning & Management sold 174 iShares US Technology ETF shares in Q2 2026, an estimated $40K.
iShares US Technology ETF made up 0.22% of Hoxton Planning & Management's portfolio in Q2 2026, its #78 holding.
Hoxton Planning & Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares US Technology ETF position peaked at $2.98M in Q1 2023.
269 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.