Lantz Financial
IYW icon

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
Q3 		$916K Sell
3,458
-38
-1% -$9.49K 0.17% 124
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Lantz Financial's IYW Position: Q3 2026 in Review

Lantz Financial reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q3 2026, selling an estimated $9.49K and leaving 3,458 shares worth $916K. The position accounts for 0.17% of the portfolio, ranked #124.

Lantz Financial first reported a position in IYW in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.2M in Q2 2024. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Lantz Financial held 3,458 shares of iShares US Technology ETF worth $916K as of Q3 2026.
  • Lantz Financial sold 38 iShares US Technology ETF shares in Q3 2026, an estimated $9.49K.
  • iShares US Technology ETF made up 0.17% of Lantz Financial's portfolio in Q3 2026, its #124 holding.
  • Lantz Financial first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • Lantz Financial's iShares US Technology ETF position peaked at $2.2M in Q2 2024.
  • 801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.