IWM
QTEC icon

Iams Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Iams Wealth Management’s Portfolio QTEC Stock Details QTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29M Sell
9,831
-845
-8% -$242K 0.99% 27
2026
Q1 		$2.31M Buy
10,676
+671
+7% +$153K 0.8% 40
2025
Q4 		$2.3M Sell
10,005
-509
-5% -$119K 0.83% 38
2025
Q3 		$2.41M Sell
10,514
-85
-0.8% -$18.4K 0.97% 30
2025
Q2 		$2.26M Sell
10,599
-1,552
-13% -$290K 1.04% 26
2025
Q1 		$2.11M Buy
12,151
+6,060
+99% +$1.16M 0.97% 36
2024
Q4 		$1.15M Buy
6,091
+428
+8% +$83.3K 0.52% 58
2024
Q3 		$1.08M Buy
5,663
+2,318
+69% +$438K 0.53% 62
2024
Q2 		$661K Sell
3,345
-563
-14% -$106K 0.36% 76
2024
Q1 		$734K Sell
3,908
-1,124
-22% -$208K 0.45% 65
2023
Q4 		$883K Buy
+5,032
New +$784K 0.57% 57

Other funds holding QTEC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Iams Wealth Management's QTEC Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust NASDAQ-100 Technology Index Fund (QTEC) stake by 7.9% in Q2 2026, selling an estimated $242K and leaving 9,831 shares worth $3.29M. The position accounts for 0.99% of the portfolio, ranked #27.

Iams Wealth Management first reported a position in QTEC in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold QTEC as of Q2 2026.

  • Iams Wealth Management held 9,831 shares of First Trust NASDAQ-100 Technology Index Fund worth $3.29M as of Q2 2026.
  • Iams Wealth Management sold 845 First Trust NASDAQ-100 Technology Index Fund shares in Q2 2026, an estimated $242K.
  • First Trust NASDAQ-100 Technology Index Fund made up 0.99% of Iams Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Iams Wealth Management first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.