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 Q3	$315K	Sell	1,189 -10	-0.8%	-$2.5K	0.01%	777
2026 Q2	$302K	Sell	1,199 -389	-24%	-$89.4K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Larson Financial Group's IYW Position: Q3 2026 in Review

Larson Financial Group reduced its iShares US Technology ETF (IYW) stake by 0.83% in Q3 2026, selling an estimated $2.5K and leaving 1,189 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #777.

Larson Financial Group first reported a position in IYW in Q4 2021 and has held it in 20 quarters since. 805 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Larson Financial Group held 1,189 shares of iShares US Technology ETF worth $315K as of Q3 2026.
Larson Financial Group sold 10 iShares US Technology ETF shares in Q3 2026, an estimated $2.5K.
iShares US Technology ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #777 holding.
Larson Financial Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 20 quarters since.
805 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.