Integrated Capital Management (Michigan)’s iShares US Technology ETF IYW Stock Holding History

Integrated Capital Management (Michigan)’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	$434K	Sell	1,722 -487	-22%	-$112K	0.16%	37
2026 Q1	$401K	Sell	2,209 -752	-25%	-$145K	0.17%	39
2025 Q4	$591K	Sell	2,961 -6	-0.2%	-$1.2K	0.25%	35
2025 Q3	$615K	Sell	2,967 -446	-13%	-$81.6K	0.27%	34
2025 Q2	$612K	Buy	3,413 +507	+17%	+$76.9K	0.29%	31
2025 Q1	$408K	Sell	2,906 -1,325	-31%	-$206K	0.22%	39
2024 Q4	$675K	Sell	4,231 -26,252	-86%	-$4.15M	0.36%	30
2024 Q3	$4.62M	Buy	+30,483	New	+$4.48M	2.45%	11

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Integrated Capital Management (Michigan)'s IYW Position: Q2 2026 in Review

Integrated Capital Management (Michigan) reduced its iShares US Technology ETF (IYW) stake by 22% in Q2 2026, selling an estimated $112K and leaving 1,722 shares worth $434K. The position accounts for 0.16% of the portfolio, ranked #37.

Integrated Capital Management (Michigan) first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.62M in Q3 2024. 783 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Integrated Capital Management (Michigan) held 1,722 shares of iShares US Technology ETF worth $434K as of Q2 2026.
Integrated Capital Management (Michigan) sold 487 iShares US Technology ETF shares in Q2 2026, an estimated $112K.
iShares US Technology ETF made up 0.16% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #37 holding.
Integrated Capital Management (Michigan) first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
Integrated Capital Management (Michigan)'s iShares US Technology ETF position peaked at $4.62M in Q3 2024.
783 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.