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

Intrepid Financial Planning 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	$2.07M	Buy	8,198 +6	+0.1%	+$1.38K	0.7%	35
2026 Q1	$1.49M	Sell	8,192 -86	-1%	-$16.6K	0.6%	40
2025 Q4	$1.65M	Sell	8,278 -4	-0%	-$800	0.63%	39
2025 Q3	$1.62M	Buy	8,282 +952	+13%	+$174K	0.62%	40
2025 Q2	$1.27M	Buy	7,330 +2,571	+54%	+$390K	0.53%	47
2025 Q1	$668K	Buy	4,759 +1,915	+67%	+$298K	0.31%	59
2024 Q4	$454K	Sell	2,844 -36	-1%	-$5.7K	0.19%	77
2024 Q3	$437K	Sell	2,880 -75	-3%	-$11K	0.19%	77
2024 Q2	$445K	Sell	2,955 -95	-3%	-$13.1K	0.19%	76
2024 Q1	$412K	Sell	3,050 -50	-2%	-$6.51K	0.18%	83
2023 Q4	$381K	Sell	3,100 -50	-2%	-$5.66K	0.18%	78
2023 Q3	$330K	Sell	3,150 -50	-2%	-$5.44K	0.17%	78
2023 Q2	$348K	Hold	3,200	–	–	0.17%	80
2023 Q1	$297K	Hold	3,200	–	–	0.15%	84
2022 Q4	$238K	Hold	3,200	–	–	0.13%	91
2022 Q3	$235K	Hold	3,200	–	–	0.13%	83
2022 Q2	$256K	Buy	+3,200	New	+$283K	0.14%	77

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Intrepid Financial Planning Group's IYW Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its iShares US Technology ETF (IYW) stake by 0.07% in Q2 2026, buying an estimated $1.38K and bringing the position to 8,198 shares worth $2.07M. The position accounts for 0.7% of the portfolio, ranked #35.

Intrepid Financial Planning Group first reported a position in IYW in Q2 2022 and has held it in 17 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Intrepid Financial Planning Group held 8,198 shares of iShares US Technology ETF worth $2.07M as of Q2 2026.
Intrepid Financial Planning Group bought 6 iShares US Technology ETF shares in Q2 2026, an estimated $1.38K.
iShares US Technology ETF made up 0.7% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #35 holding.
Intrepid Financial Planning Group first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 17 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.