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Integrity Financial’s iShares US Technology ETF IYW Stock Holding History

Integrity Financial’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
Q3 		$7.15K Buy
+27
New +$6.74K ﹤0.01% 258
2022
Q1 		– Sell
-19
Closed -$2K – 217
2021
Q4 		$2K Buy
+19
New +$2.11K ﹤0.01% 204

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Integrity Financial's IYW Position: Q3 2026 in Review

Integrity Financial opened a new position in iShares US Technology ETF (IYW) in Q3 2026: 27 shares worth $7.15K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Integrity Financial previously reported a position in IYW as recently as Q4 2021.

Integrity Financial first reported a position in IYW in Q4 2021 and has held it in 2 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Integrity Financial held 27 shares of iShares US Technology ETF worth $7.15K as of Q3 2026.
  • iShares US Technology ETF was a new Integrity Financial position in Q3 2026.
  • iShares US Technology ETF made up ﹤0.01% of Integrity Financial's portfolio in Q3 2026, its #258 holding.
  • Integrity Financial first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Integrity Financial's 13F filing for Q3 2026, filed 13 Nov 2026.