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IMZ Advisory’s iShares US Technology ETF IYW Stock Holding History

IMZ Advisory’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 		– Sell
-1,355
Closed -$246K – 39
2026
Q1 		$246K Buy
1,355
+38
+3% +$7.34K 0.09% 37
2025
Q4 		$263K Sell
1,317
-980
-43% -$196K 0.1% 37
2025
Q3 		$450K Hold
2,297
– – 0.17% 26
2025
Q2 		$410K Buy
2,297
+2
+0.1% +$303 0.16% 26
2025
Q1 		$322K Sell
2,295
-119
-5% -$18.5K 0.15% 30
2024
Q4 		$385K Buy
2,414
+1
+0% +$158 0.18% 26
2024
Q3 		$366K Buy
2,413
+2
+0.1% +$294 0.17% 27
2024
Q2 		$363K Sell
2,411
-1,461
-38% -$202K 0.18% 24
2024
Q1 		$523K Sell
3,872
-1,079
-22% -$140K 0.27% 22
2023
Q4 		$648K Buy
+4,951
New +$561K 0.35% 22

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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 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

IMZ Advisory's IYW Position: Q2 2026 in Review

IMZ Advisory sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 1,355 shares — an estimated $246K sold.

IMZ Advisory first reported a position in IYW in Q4 2023 and held it in 10 quarters. The position peaked at $648K in Q4 2023. 409 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • IMZ Advisory reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • IMZ Advisory sold 1,355 iShares US Technology ETF shares in Q2 2026, an estimated $246K.
  • IMZ Advisory first reported a position in iShares US Technology ETF in Q4 2023 and held it in 10 quarters.
  • IMZ Advisory's iShares US Technology ETF position peaked at $648K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.