Invictus Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Invictus Private Wealth’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	$1.45M	Hold	5,749	–	–	0.08%	35
2026 Q1	$1.04M	Sell	5,749 -84	-1%	-$16.2K	0.06%	38
2025 Q4	$1.16M	Sell	5,833 -36	-0.6%	-$7.2K	0.07%	36
2025 Q3	$1.15M	Sell	5,869 -1	-0%	-$183	0.07%	40
2025 Q2	$1.02M	Sell	5,870 -140	-2%	-$21.2K	0.07%	39
2025 Q1	$844K	Sell	6,010 -33	-0.5%	-$5.14K	0.07%	43
2024 Q4	$964K	Sell	6,043 -8	-0.1%	-$1.27K	0.07%	40
2024 Q3	$917K	Sell	6,051 -49	-0.8%	-$7.21K	0.07%	38
2024 Q2	$918K	Sell	6,100 -15	-0.2%	-$2.07K	0.08%	37
2024 Q1	$826K	Sell	6,115 -49	-0.8%	-$6.38K	0.07%	38
2023 Q4	$757K	Sell	6,164 -17	-0.3%	-$1.93K	0.07%	40
2023 Q3	$649K	Sell	6,181 -264	-4%	-$28.7K	0.07%	44
2023 Q2	$702K	Sell	6,445 -198	-3%	-$19.4K	0.08%	44
2023 Q1	$617K	Sell	6,643 -332	-5%	-$27.9K	0.07%	46
2022 Q4	$520K	Buy	+6,975	New	+$534K	0.07%	48

Other funds holding IYW

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Invictus Private Wealth's IYW Position: Q2 2026 in Review

Invictus Private Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 5,749 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #35.

Invictus Private Wealth first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Invictus Private Wealth held 5,749 shares of iShares US Technology ETF worth $1.45M as of Q2 2026.
Invictus Private Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.08% of Invictus Private Wealth's portfolio in Q2 2026, its #35 holding.
Invictus Private Wealth first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.