IFG Advisory’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $198K | Sell |
1,090
-20,600
| -95% | -$3.98M | 0.57% | 27 |
|
|
2025
Q4 | $4.33M | Sell |
21,690
-530
| -2% | -$106K | 0.19% | 138 |
|
|
2025
Q3 | $4.35M | Sell |
22,220
-6,665
| -23% | -$1.22M | 0.2% | 135 |
|
|
2025
Q2 | $5M | Buy |
28,885
+324
| +1% | +$49.1K | 0.25% | 104 |
|
|
2025
Q1 | $4.01M | Buy |
28,561
+582
| +2% | +$90.7K | 0.22% | 123 |
|
|
2024
Q4 | $4.46M | Sell |
27,979
-541
| -2% | -$85.6K | 0.25% | 110 |
|
|
2024
Q3 | $4.32M | Sell |
28,520
-3,174
| -10% | -$467K | 0.28% | 106 |
|
|
2024
Q2 | $4.77M | Buy |
31,694
+885
| +3% | +$122K | 0.31% | 82 |
|
|
2024
Q1 | $4.16M | Buy |
30,809
+1,905
| +7% | +$248K | 0.31% | 99 |
|
|
2023
Q4 | $3.55M | Buy |
28,904
+2,088
| +8% | +$237K | 0.26% | 109 |
|
|
2023
Q3 | $2.81M | Sell |
26,816
-2,879
| -10% | -$313K | 0.24% | 114 |
|
|
2023
Q2 | $3.23M | Buy |
29,695
+2,263
| +8% | +$222K | 0.29% | 96 |
|
|
2023
Q1 | $2.55M | Buy |
27,432
+4,135
| +18% | +$347K | 0.24% | 101 |
|
|
2022
Q4 | $1.74M | Buy |
23,297
+3,646
| +19% | +$279K | 0.17% | 138 |
|
|
2022
Q3 | $1.44M | Sell |
19,651
-301
| -2% | -$25.5K | 0.13% | 163 |
|
|
2022
Q2 | $1.59M | Buy |
19,952
+2,190
| +12% | +$194K | 0.17% | 135 |
|
|
2022
Q1 | $1.83M | Sell |
17,762
-189
| -1% | -$19.3K | 0.18% | 137 |
|
|
2021
Q4 | $2.06M | Buy |
17,951
+47
| +0.3% | +$5.22K | 0.2% | 120 |
|
|
2021
Q3 | $1.81M | Sell |
17,904
-25
| -0.1% | -$2.61K | 0.2% | 135 |
|
|
2021
Q2 | $1.78M | Sell |
17,929
-170
| -0.9% | -$15.9K | 0.2% | 132 |
|
|
2021
Q1 | $1.59M | Buy |
18,099
+134
| +0.7% | +$11.7K | 0.2% | 126 |
|
|
2020
Q4 | $1.53M | Buy |
17,965
+4,457
| +33% | +$356K | 0.21% | 119 |
|
|
2020
Q3 | $1.02M | Buy |
13,508
+3,328
| +33% | +$243K | 0.16% | 144 |
|
|
2020
Q2 | $686K | Buy |
10,180
+16
| +0.2% | +$966 | 0.12% | 185 |
|
|
2020
Q1 | $519K | Buy |
10,164
+368
| +4% | +$21.3K | 0.12% | 187 |
|
|
2019
Q4 | $569K | Sell |
9,796
-68
| -0.7% | -$3.7K | 0.1% | 213 |
|
|
2019
Q3 | $503K | Buy |
9,864
+136
| +1% | +$6.91K | 0.1% | 231 |
|
|
2019
Q2 | $481K | Buy |
9,728
+380
| +4% | +$18.6K | 0.09% | 211 |
|
|
2019
Q1 | $445K | Buy |
9,348
+204
| +2% | +$9.07K | 0.09% | 216 |
|
|
2018
Q4 | $365K | Buy |
9,144
+28
| +0.3% | +$1.21K | 0.09% | 221 |
|
|
2018
Q3 | $442K | Sell |
9,116
-104
| -1% | -$4.92K | 0.08% | 231 |
|
|
2018
Q2 | $411K | Buy |
9,220
+104
| +1% | +$4.6K | 0.08% | 225 |
|
|
2018
Q1 | $383K | Sell |
9,116
-396
| -4% | -$17.1K | 0.09% | 224 |
|
|
2017
Q4 | $387K | Buy |
+9,512
| New | +$381K | 0.09% | 216 |
|
Other funds holding IYW
PCH
RIG
IFG Advisory's IYW Position: Q1 2026 in Review
IFG Advisory reduced its iShares US Technology ETF (IYW) stake by 95% in Q1 2026, selling an estimated $3.98M and leaving 1,090 shares worth $198K. The position accounts for 0.57% of the portfolio, ranked #27.
IFG Advisory first reported a position in IYW in Q4 2017 and has held it in 34 quarters since. The position peaked at $5M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.
- IFG Advisory held 1,090 shares of iShares US Technology ETF worth $198K as of Q1 2026.
- IFG Advisory sold 20,600 iShares US Technology ETF shares in Q1 2026, an estimated $3.98M.
- iShares US Technology ETF made up 0.57% of IFG Advisory's portfolio in Q1 2026, its #27 holding.
- IFG Advisory first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's iShares US Technology ETF position peaked at $5M in Q2 2025.
- 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.