J.W. Burns & Co’s iShares US Technology ETF IYW Stock Holding History

J.W. Burns & Co’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	$1.15M	Sell	4,560 -50	-1%	-$11.5K	0.12%	93
2026 Q1	$836K	Sell	4,610 -10	-0.2%	-$1.93K	0.1%	106
2025 Q4	$923K	Hold	4,620	–	–	0.1%	101
2025 Q3	$905K	Sell	4,620 -60	-1%	-$11K	0.1%	108
2025 Q2	$811K	Sell	4,680 -13	-0.3%	-$1.97K	0.1%	112
2025 Q1	$659K	Sell	4,693 -5	-0.1%	-$779	0.09%	125
2024 Q4	$749K	Sell	4,698 -999	-18%	-$158K	0.1%	117
2024 Q3	$864K	Buy	5,697 +987	+21%	+$145K	0.11%	108
2024 Q2	$709K	Buy	4,710 +35	+0.7%	+$4.84K	0.1%	113
2024 Q1	$631K	Hold	4,675	–	–	0.09%	123
2023 Q4	$574K	Hold	4,675	–	–	0.08%	132
2023 Q3	$491K	Hold	4,675	–	–	0.08%	132
2023 Q2	$509K	Hold	4,675	–	–	0.08%	121
2023 Q1	$434K	Sell	4,675 -100	-2%	-$8.39K	0.07%	130
2022 Q4	$356K	Hold	4,775	–	–	0.07%	137
2022 Q3	$350K	Hold	4,775	–	–	0.07%	133
2022 Q2	$382K	Sell	4,775 -100	-2%	-$8.85K	0.07%	130
2022 Q1	$502K	Hold	4,875	–	–	0.08%	128
2021 Q4	$560K	Hold	4,875	–	–	0.08%	124
2021 Q3	$494K	Sell	4,875 -200	-4%	-$20.9K	0.08%	128
2021 Q2	$504K	Hold	5,075	–	–	0.08%	126
2021 Q1	$445K	Sell	5,075 -25	-0.5%	-$2.19K	0.07%	129
2020 Q4	$434K	Hold	5,100	–	–	0.08%	129
2020 Q3	$384K	Hold	5,100	–	–	0.08%	124
2020 Q2	$344K	Hold	5,100	–	–	0.08%	127
2020 Q1	$261K	Hold	5,100	–	–	0.07%	127
2019 Q4	$297K	Hold	5,100	–	–	0.06%	141
2019 Q3	$260K	Hold	5,100	–	–	0.06%	144
2019 Q2	$252K	Hold	5,100	–	–	0.06%	149
2019 Q1	$243K	Hold	5,100	–	–	0.06%	146
2018 Q4	$204K	Hold	5,100	–	–	0.06%	146
2018 Q3	$247K	Sell	5,100 -100	-2%	-$4.73K	0.06%	151
2018 Q2	$232K	Hold	5,200	–	–	0.06%	152
2018 Q1	$219K	Buy	5,200 +260	+5%	+$11.2K	0.06%	152
2017 Q4	$201K	Sell	4,940 -1,600	-24%	-$64.1K	0.05%	155
2017 Q3	$245K	Hold	6,540	–	–	0.07%	144
2017 Q2	$228K	Hold	6,540	–	–	0.06%	150
2017 Q1	$221K	Buy	+6,540	New	+$212K	0.06%	152

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

J.W. Burns & Co's IYW Position: Q2 2026 in Review

J.W. Burns & Co reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, selling an estimated $11.5K and leaving 4,560 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #93.

J.W. Burns & Co first reported a position in IYW in Q1 2017 and has held it in 38 quarters since. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

J.W. Burns & Co held 4,560 shares of iShares US Technology ETF worth $1.15M as of Q2 2026.
J.W. Burns & Co sold 50 iShares US Technology ETF shares in Q2 2026, an estimated $11.5K.
iShares US Technology ETF made up 0.12% of J.W. Burns & Co's portfolio in Q2 2026, its #93 holding.
J.W. Burns & Co first reported a position in iShares US Technology ETF in Q1 2017 and has held it in 38 quarters since.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.