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

Kaydan 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 Q3	$1.9M	Hold	7,185	–	–	0.65%	25
2026 Q2	$1.81M	Hold	7,185	–	–	0.55%	26
2026 Q1	$1.3M	Hold	7,185	–	–	0.44%	31
2025 Q4	$1.43M	Hold	7,185	–	–	0.42%	31
2025 Q3	$1.41M	Hold	7,185	–	–	0.4%	35
2025 Q2	$1.24M	Hold	7,185	–	–	0.41%	32
2025 Q1	$1.01M	Hold	7,185	–	–	0.32%	36
2024 Q4	$1.15M	Hold	7,185	–	–	0.38%	31
2024 Q3	$1.09M	Buy	7,185 +1	+0%	+$147	0.32%	33
2024 Q2	$1.08M	Hold	7,184	–	–	0.38%	33
2024 Q1	$970K	Hold	7,184	–	–	0.33%	36
2023 Q4	$882K	Hold	7,184	–	–	0.36%	36
2023 Q3	$754K	Hold	7,184	–	–	0.3%	35
2023 Q2	$782K	Hold	7,184	–	–	0.33%	34
2023 Q1	$667K	Hold	7,184	–	–	0.27%	38
2022 Q4	$535K	Hold	7,184	–	–	0.21%	46
2022 Q3	$527K	Hold	7,184	–	–	0.29%	42
2022 Q2	$574K	Hold	7,184	–	–	0.32%	44
2022 Q1	$740K	Hold	7,184	–	–	0.33%	44
2021 Q4	$825K	Buy	+7,184	New	+$798K	0.31%	42

Other funds holding IYW

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Kaydan Wealth Management's IYW Position: Q3 2026 in Review

Kaydan Wealth Management held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 7,185 shares worth $1.9M. The position accounts for 0.65% of the portfolio, ranked #25.

Kaydan Wealth Management first reported a position in IYW in Q4 2021 and has held it in 20 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Kaydan Wealth Management held 7,185 shares of iShares US Technology ETF worth $1.9M as of Q3 2026.
Kaydan Wealth Management left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.65% of Kaydan Wealth Management's portfolio in Q3 2026, its #25 holding.
Kaydan Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 20 quarters since.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.