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

Kingsman 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	$8.4M	Sell	33,318 -347	-1%	-$79.7K	3.93%	7
2026 Q1	$6.11M	Sell	33,665 -2,039	-6%	-$394K	3.43%	11
2025 Q4	$7.13M	Buy	35,704 +4,967	+16%	+$993K	3.86%	8
2025 Q3	$6.02M	Buy	30,737 +3,388	+12%	+$620K	3.35%	10
2025 Q2	$4.74M	Sell	27,349 -422	-2%	-$64K	2.95%	11
2025 Q1	$3.9M	Buy	+27,771	New	+$4.33M	2.85%	11

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

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

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Kingsman Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1% in Q2 2026, selling an estimated $79.7K and leaving 33,318 shares worth $8.4M. The position accounts for 3.93% of the portfolio, ranked #7.

Kingsman Wealth Management first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Kingsman Wealth Management held 33,318 shares of iShares US Technology ETF worth $8.4M as of Q2 2026.
Kingsman Wealth Management sold 347 iShares US Technology ETF shares in Q2 2026, an estimated $79.7K.
iShares US Technology ETF made up 3.93% of Kingsman Wealth Management's portfolio in Q2 2026, its #7 holding.
Kingsman Wealth Management first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.