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Independent Financial Group’s iShares US Technology ETF IYW Stock Holding History

Independent Financial Group’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 		$12M Buy
47,508
+25,033
+111% +$5.75M 0.22% 79
2026
Q1 		$4.08M Sell
22,475
-18,098
-45% -$3.5M 0.09% 211
2025
Q4 		$8.1M Buy
40,573
+15
+0% +$3K 0.18% 109
2025
Q3 		$7.94M Buy
40,558
+7,407
+22% +$1.36M 0.19% 100
2025
Q2 		$5.74M Buy
33,151
+7,424
+29% +$1.13M 0.16% 124
2025
Q1 		$3.61M Sell
25,727
-13,213
-34% -$2.06M 0.12% 166
2024
Q4 		$6.21M Buy
38,940
+4,925
+14% +$779K 0.21% 93
2024
Q3 		$5.16M Sell
34,015
-5,013
-13% -$737K 0.19% 100
2024
Q2 		$5.87M Buy
39,028
+988
+3% +$137K 0.24% 80
2024
Q1 		$5.14M Sell
38,040
-148
-0.4% -$19.3K 0.24% 90
2023
Q4 		$4.69M Buy
38,188
+20,136
+112% +$2.28M 0.25% 91
2023
Q3 		$1.89M Buy
18,052
+6,038
+50% +$657K 0.12% 193
2023
Q2 		$1.31M Buy
12,014
+2,810
+31% +$276K 0.09% 247
2023
Q1 		$854K Buy
9,204
+75
+0.8% +$6.29K 0.07% 317
2022
Q4 		$680K Sell
9,129
-1,065
-10% -$81.5K 0.06% 341
2022
Q3 		$748K Sell
10,194
-20,040
-66% -$1.7M 0.07% 297
2022
Q2 		$2.42M Sell
30,234
-17,819
-37% -$1.58M 0.26% 85
2022
Q1 		$4.95M Sell
48,053
-4,025
-8% -$411K 0.4% 37
2021
Q4 		$5.98M Buy
52,078
+417
+0.8% +$46.3K 0.49% 29
2021
Q3 		$5.23M Sell
51,661
-407
-0.8% -$42.5K 0.53% 29
2021
Q2 		$5.18M Sell
52,068
-5,262
-9% -$491K 0.55% 27
2021
Q1 		$5.03M Buy
57,330
+1,194
+2% +$105K 0.65% 22
2020
Q4 		$4.78M Sell
56,136
-964
-2% -$77K 0.7% 18
2020
Q3 		$4.3M Sell
57,100
-996
-2% -$72.7K 0.81% 16
2020
Q2 		$3.92M Buy
58,096
+3,836
+7% +$232K 0.86% 17
2020
Q1 		$2.77M Buy
+54,260
New +$3.15M 0.82% 18

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Independent Financial Group's IYW Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Technology ETF (IYW) stake by 111% in Q2 2026, buying an estimated $5.75M and bringing the position to 47,508 shares worth $12M. The position accounts for 0.22% of the portfolio, ranked #79.

Independent Financial Group first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Independent Financial Group held 47,508 shares of iShares US Technology ETF worth $12M as of Q2 2026.
  • Independent Financial Group bought 25,033 iShares US Technology ETF shares in Q2 2026, an estimated $5.75M.
  • iShares US Technology ETF made up 0.22% of Independent Financial Group's portfolio in Q2 2026, its #79 holding.
  • Independent Financial Group first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.