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

Lifestyle 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 		$358K Buy
+1,420
New +$326K 0.1% 96
2026
Q1 		– Sell
-18,246
Closed -$3.64M – 148
2025
Q4 		$3.64M Buy
18,246
+4,705
+35% +$941K 1.19% 17
2025
Q3 		$2.65M Buy
13,541
+7,528
+125% +$1.38M 0.91% 23
2025
Q2 		$1.04M Buy
+6,013
New +$911K 0.49% 49

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

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

Lifestyle Asset Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,420 shares worth $358K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings. This is a return to the name: Lifestyle Asset Management previously reported a position in IYW as recently as Q4 2025.

Lifestyle Asset Management first reported a position in IYW in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.64M in Q4 2025. 409 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Lifestyle Asset Management held 1,420 shares of iShares US Technology ETF worth $358K as of Q2 2026.
  • iShares US Technology ETF was a new Lifestyle Asset Management position in Q2 2026.
  • iShares US Technology ETF made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #96 holding.
  • Lifestyle Asset Management first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Lifestyle Asset Management's iShares US Technology ETF position peaked at $3.64M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.