Lewis Asset Management’s iShares US Technology ETF IYW Stock Holding History

Lewis Asset Management’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	$2.09M	Sell	8,277 -35	-0.4%	-$8.04K	0.73%	34
2026 Q1	$1.51M	Sell	8,312 -165	-2%	-$31.9K	0.62%	40
2025 Q4	$1.69M	Sell	8,477 -504	-6%	-$101K	0.69%	36
2025 Q3	$1.76M	Buy	8,981 +659	+8%	+$121K	0.72%	34
2025 Q2	$1.44M	Buy	+8,322	New	+$1.26M	0.68%	36

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

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 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

Lewis Asset Management's IYW Position: Q2 2026 in Review

Lewis Asset Management reduced its iShares US Technology ETF (IYW) stake by 0.42% in Q2 2026, selling an estimated $8.04K and leaving 8,277 shares worth $2.09M. The position accounts for 0.73% of the portfolio, ranked #34.

Lewis Asset Management first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 624 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Lewis Asset Management held 8,277 shares of iShares US Technology ETF worth $2.09M as of Q2 2026.
Lewis Asset Management sold 35 iShares US Technology ETF shares in Q2 2026, an estimated $8.04K.
iShares US Technology ETF made up 0.73% of Lewis Asset Management's portfolio in Q2 2026, its #34 holding.
Lewis Asset Management first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
624 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.