Larson Financial Group’s iShares US Technology ETF IYW Stock Holding History

Larson Financial Group’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	$302K	Sell	1,199 -389	-24%	-$89.3K	0.01%	702
2026 Q1	$288K	Buy	1,588 +86	+6%	+$16.6K	0.01%	620
2025 Q4	$300K	Buy	1,502 +81	+6%	+$16.2K	0.01%	605
2025 Q3	$278K	Buy	1,421 +24	+2%	+$4.39K	0.01%	618
2025 Q2	$242K	Buy	1,397 +99	+8%	+$15K	0.01%	623
2025 Q1	$182K	Buy	1,298 +310	+31%	+$48.3K	0.01%	639
2024 Q4	$158K	Buy	988 +4	+0.4%	+$633	0.01%	628
2024 Q3	$149K	Hold	984	–	–	0.01%	637
2024 Q2	$148K	Buy	984 +816	+486%	+$113K	0.01%	550
2024 Q1	$22.7K	Hold	168	–	–	﹤0.01%	862
2023 Q4	$20.6K	Hold	168	–	–	﹤0.01%	847
2023 Q3	$17.6K	Hold	168	–	–	﹤0.01%	849
2023 Q2	$18.3K	Hold	168	–	–	﹤0.01%	764
2023 Q1	$15.6K	Hold	168	–	–	﹤0.01%	812
2022 Q4	$12.5K	Hold	168	–	–	﹤0.01%	794
2022 Q3	$12K	Hold	168	–	–	﹤0.01%	746
2022 Q2	$13K	Hold	168	–	–	﹤0.01%	641
2022 Q1	$17K	Hold	168	–	–	﹤0.01%	554
2021 Q4	$19K	Buy	+168	New	+$18.7K	﹤0.01%	554

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Larson Financial Group's IYW Position: Q2 2026 in Review

Larson Financial Group reduced its iShares US Technology ETF (IYW) stake by 24% in Q2 2026, selling an estimated $89.3K and leaving 1,199 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #702.

Larson Financial Group first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Larson Financial Group held 1,199 shares of iShares US Technology ETF worth $302K as of Q2 2026.
Larson Financial Group sold 389 iShares US Technology ETF shares in Q2 2026, an estimated $89.3K.
iShares US Technology ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #702 holding.
Larson Financial Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.