Latitude Advisors’s iShares US Technology ETF IYW Stock Holding History

Latitude Advisors’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	$1,000K	Sell	3,963 -180	-4%	-$41.3K	0.4%	61
2026 Q1	$752K	Sell	4,143 -1,543	-27%	-$298K	0.34%	77
2025 Q4	$1.14M	Sell	5,686 -357	-6%	-$71.4K	0.5%	49
2025 Q3	$1.18M	Buy	6,043 +124	+2%	+$22.7K	0.54%	41
2025 Q2	$1.03M	Sell	5,919 -60	-1%	-$9.1K	0.52%	45
2025 Q1	$840K	Sell	5,979 -1,056	-15%	-$164K	0.49%	52
2024 Q4	$1.12M	Buy	7,035 +3,980	+130%	+$630K	0.63%	38
2024 Q3	$463K	Buy	3,055 +424	+16%	+$62.4K	0.26%	97
2024 Q2	$396K	Buy	2,631 +343	+15%	+$47.4K	0.24%	98
2024 Q1	$309K	Buy	+2,288	New	+$298K	0.19%	114

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

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

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Latitude Advisors's IYW Position: Q2 2026 in Review

Latitude Advisors reduced its iShares US Technology ETF (IYW) stake by 4.3% in Q2 2026, selling an estimated $41.3K and leaving 3,963 shares worth $1,000K. The position accounts for 0.4% of the portfolio, ranked #61.

Latitude Advisors first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q3 2025. 602 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Latitude Advisors held 3,963 shares of iShares US Technology ETF worth $1,000K as of Q2 2026.
Latitude Advisors sold 180 iShares US Technology ETF shares in Q2 2026, an estimated $41.3K.
iShares US Technology ETF made up 0.4% of Latitude Advisors's portfolio in Q2 2026, its #61 holding.
Latitude Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Latitude Advisors's iShares US Technology ETF position peaked at $1.18M in Q3 2025.
602 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.