Lakeshore Financial Planning’s iShares US Technology ETF IYW Stock Holding History

Lakeshore Financial Planning’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	$4.83M	Buy	19,141 +726	+4%	+$167K	1.55%	14
2026 Q1	$3.34M	Sell	18,415 -336	-2%	-$64.9K	1.21%	15
2025 Q4	$3.74M	Buy	18,751 +3,508	+23%	+$702K	1.34%	14
2025 Q3	$2.99M	Sell	15,243 -964	-6%	-$176K	1.11%	16
2025 Q2	$2.81M	Buy	16,207 +14,251	+729%	+$2.16M	1.13%	15
2025 Q1	$275K	Hold	1,956	–	–	0.11%	56
2024 Q4	$312K	Hold	1,956	–	–	0.13%	51
2024 Q3	$297K	Buy	1,956 +1	+0.1%	+$147	0.13%	54
2024 Q2	$294K	Buy	1,955 +44	+2%	+$6.08K	0.14%	50
2024 Q1	$258K	Sell	1,911 -1	-0.1%	-$130	0.13%	52
2023 Q4	$235K	Buy	1,912 +3	+0.2%	+$340	0.13%	50
2023 Q3	$200K	Buy	+1,909	New	+$208K	0.11%	60

Other funds holding IYW

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

ALA

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Lakeshore Financial Planning's IYW Position: Q2 2026 in Review

Lakeshore Financial Planning increased its iShares US Technology ETF (IYW) stake by 3.9% in Q2 2026, buying an estimated $167K and bringing the position to 19,141 shares worth $4.83M. The position accounts for 1.55% of the portfolio, ranked #14.

Lakeshore Financial Planning first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Lakeshore Financial Planning held 19,141 shares of iShares US Technology ETF worth $4.83M as of Q2 2026.
Lakeshore Financial Planning bought 726 iShares US Technology ETF shares in Q2 2026, an estimated $167K.
iShares US Technology ETF made up 1.55% of Lakeshore Financial Planning's portfolio in Q2 2026, its #14 holding.
Lakeshore Financial Planning first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.