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

Intrua 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 Q2	$851K	Buy	3,375 +10	+0.3%	+$2.3K	0.08%	187
2026 Q1	$610K	Buy	3,365 +65	+2%	+$12.6K	0.06%	230
2025 Q4	$659K	Sell	3,300 -11	-0.3%	-$2.2K	0.07%	207
2025 Q3	$648K	Buy	3,311 +5	+0.2%	+$915	0.07%	206
2025 Q2	$573K	Sell	3,306 -21	-0.6%	-$3.18K	0.08%	185
2025 Q1	$467K	Sell	3,327 -774	-19%	-$121K	0.07%	209
2024 Q4	$654K	Buy	4,101 +1,664	+68%	+$263K	0.1%	152
2024 Q3	$369K	Buy	+2,437	New	+$358K	0.05%	274
2023 Q3	–	Sell	-30,867	Closed	-$3.36M	–	365
2023 Q2	$3.36M	Buy	30,867 +89	+0.3%	+$8.74K	0.57%	38
2023 Q1	$2.9M	Sell	30,778 -5,813	-16%	-$488K	0.6%	39
2022 Q4	$2.82M	Sell	36,591 -3,712	-9%	-$284K	0.65%	36
2022 Q3	$2.96M	Sell	40,303 -18,795	-32%	-$1.59M	0.79%	29
2022 Q2	$4.72M	Sell	59,098 -11,440	-16%	-$1.01M	1.01%	22
2022 Q1	$7.27M	Buy	+70,538	New	+$7.2M	1.3%	14

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Intrua Financial's IYW Position: Q2 2026 in Review

Intrua Financial increased its iShares US Technology ETF (IYW) stake by 0.3% in Q2 2026, buying an estimated $2.3K and bringing the position to 3,375 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #187.

Intrua Financial first reported a position in IYW in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.27M in Q1 2022. 479 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Intrua Financial held 3,375 shares of iShares US Technology ETF worth $851K as of Q2 2026.
Intrua Financial bought 10 iShares US Technology ETF shares in Q2 2026, an estimated $2.3K.
iShares US Technology ETF made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #187 holding.
Intrua Financial first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 14 quarters since.
Intrua Financial's iShares US Technology ETF position peaked at $7.27M in Q1 2022.
479 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.