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LifeSteps Financial’s iShares US Technology ETF IYW Stock Holding History

LifeSteps Financial’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 		$131K Buy
+520
New +$119K 0.06% 127
2024
Q2 		– Sell
-520
Closed -$70.2K – 248
2024
Q1 		$70.2K Buy
+520
New +$67.7K 0.05% 130

Other funds holding IYW

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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LifeSteps Financial's IYW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 520 shares worth $131K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IYW as recently as Q1 2024.

LifeSteps Financial first reported a position in IYW in Q1 2024 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • LifeSteps Financial held 520 shares of iShares US Technology ETF worth $131K as of Q2 2026.
  • iShares US Technology ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares US Technology ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #127 holding.
  • LifeSteps Financial first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.