Keeler & Nadler Financial Planning & Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Keeler & Nadler Financial Planning & 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	$1.52M	Sell	6,029 -1,291	-18%	-$297K	0.43%	32
2026 Q1	$1.33M	Sell	7,320 -1,623	-18%	-$314K	0.45%	33
2025 Q4	$1.79M	Sell	8,943 -4,752	-35%	-$950K	0.62%	29
2025 Q3	$2.68M	Sell	13,695 -14,687	-52%	-$2.69M	0.98%	20
2025 Q2	$4.92M	Sell	28,382 -12,209	-30%	-$1.85M	1.97%	14
2025 Q1	$5.71M	Buy	40,591 +2,723	+7%	+$424K	2.57%	13
2024 Q4	$6.04M	Buy	37,868 +4,955	+15%	+$784K	2.83%	12
2024 Q3	$4.99M	Buy	32,913 +5,614	+21%	+$826K	2.43%	14
2024 Q2	$4.11M	Buy	27,299 +10,077	+59%	+$1.39M	2.26%	14
2024 Q1	$2.33M	Buy	17,222 +14,060	+445%	+$1.83M	1.4%	22
2023 Q4	$388K	Buy	+3,162	New	+$358K	0.28%	39

Other funds holding IYW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's IYW Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its iShares US Technology ETF (IYW) stake by 18% in Q2 2026, selling an estimated $297K and leaving 6,029 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #32.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.04M in Q4 2024. 936 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 6,029 shares of iShares US Technology ETF worth $1.52M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 1,291 iShares US Technology ETF shares in Q2 2026, an estimated $297K.
iShares US Technology ETF made up 0.43% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #32 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's iShares US Technology ETF position peaked at $6.04M in Q4 2024.
936 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.