Legacy Edge Advisors’s iShares US Technology ETF IYW Stock Holding History

Legacy Edge 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	$241K	Buy	+1,393	New	+$320K	0.03%	186

Other funds holding IYW

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

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Legacy Edge Advisors's IYW Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,393 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings.

947 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Legacy Edge Advisors held 1,393 shares of iShares US Technology ETF worth $241K as of Q2 2026.
iShares US Technology ETF was a new Legacy Edge Advisors position in Q2 2026.
iShares US Technology ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #186 holding.
947 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.