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Lantz Financial’s iShares US Technology ETF IYW Stock Holding History

Lantz Financial’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 		$882K Sell
3,496
-123
-3% -$28.3K 0.16% 130
2026
Q1 		$657K Sell
3,619
-251
-6% -$48.5K 0.14% 150
2025
Q4 		$773K Sell
3,870
-1,057
-21% -$211K 0.16% 133
2025
Q3 		$965K Sell
4,927
-7,736
-61% -$1.42M 0.21% 116
2025
Q2 		$2.19M Sell
12,663
-1,243
-9% -$188K 0.55% 50
2025
Q1 		$1.95M Buy
13,906
+353
+3% +$55K 0.53% 55
2024
Q4 		$2.16M Sell
13,553
-582
-4% -$92.1K 0.58% 52
2024
Q3 		$2.14M Sell
14,135
-479
-3% -$70.4K 0.58% 50
2024
Q2 		$2.2M Buy
14,614
+581
+4% +$80.3K 0.68% 41
2024
Q1 		$1.9M Buy
14,033
+2,031
+17% +$264K 0.61% 53
2023
Q4 		$1.47M Buy
12,002
+2,907
+32% +$329K 0.53% 59
2023
Q3 		$954K Sell
9,095
-7,168
-44% -$779K 0.38% 73
2023
Q2 		$1.77M Buy
16,263
+687
+4% +$67.5K 0.69% 41
2023
Q1 		$1.45M Buy
15,576
+4,202
+37% +$353K 0.6% 52
2022
Q4 		$847K Buy
+11,374
New +$870K 0.39% 69

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Lantz Financial's IYW Position: Q2 2026 in Review

Lantz Financial reduced its iShares US Technology ETF (IYW) stake by 3.4% in Q2 2026, selling an estimated $28.3K and leaving 3,496 shares worth $882K. The position accounts for 0.16% of the portfolio, ranked #130.

Lantz Financial first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q2 2024. 310 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Lantz Financial held 3,496 shares of iShares US Technology ETF worth $882K as of Q2 2026.
  • Lantz Financial sold 123 iShares US Technology ETF shares in Q2 2026, an estimated $28.3K.
  • iShares US Technology ETF made up 0.16% of Lantz Financial's portfolio in Q2 2026, its #130 holding.
  • Lantz Financial first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Lantz Financial's iShares US Technology ETF position peaked at $2.2M in Q2 2024.
  • 310 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.