IVC Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

IVC Wealth Advisors’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	$358K	Hold	1,420	–	–	0.14%	117
2026 Q1	$258K	Hold	1,420	–	–	0.11%	148
2025 Q4	$284K	Hold	1,420	–	–	0.12%	138
2025 Q3	$278K	Buy	1,420 +75	+6%	+$13.7K	0.12%	143
2025 Q2	$233K	Buy	+1,345	New	+$204K	0.11%	153

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IVC Wealth Advisors's IYW Position: Q2 2026 in Review

IVC Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,420 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #117.

IVC Wealth Advisors first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

IVC Wealth Advisors held 1,420 shares of iShares US Technology ETF worth $358K as of Q2 2026.
IVC Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #117 holding.
IVC Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.