JGP Wealth Management’s iShares US Technology ETF IYW Stock Holding History

JGP Wealth Management’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	$307K	Buy	1,215 +15	+1%	+$3.44K	0.03%	191
2026 Q1	$218K	Buy	1,200 +18	+2%	+$3.48K	0.02%	212
2025 Q4	$236K	Buy	1,182 +1	+0.1%	+$200	0.02%	212
2025 Q3	$234K	Buy	1,181 +10	+0.9%	+$1.83K	0.03%	189
2025 Q2	$203K	Buy	+1,171	New	+$178K	0.02%	196
2025 Q1	–	Sell	-1,293	Closed	-$206K	–	190
2024 Q4	$206K	Buy	+1,293	New	+$205K	0.03%	177

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

JGP Wealth Management's IYW Position: Q2 2026 in Review

JGP Wealth Management increased its iShares US Technology ETF (IYW) stake by 1.3% in Q2 2026, buying an estimated $3.44K and bringing the position to 1,215 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #191.

JGP Wealth Management first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 487 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

JGP Wealth Management held 1,215 shares of iShares US Technology ETF worth $307K as of Q2 2026.
JGP Wealth Management bought 15 iShares US Technology ETF shares in Q2 2026, an estimated $3.44K.
iShares US Technology ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #191 holding.
JGP Wealth Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
487 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.