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

Lighthouse 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 Q3	$1.19M	Sell	4,479 -316	-7%	-$78.9K	0.53%	35
2026 Q2	$1.21M	Hold	4,795	–	–	0.63%	30
2026 Q1	$870K	Buy	4,795 +5	+0.1%	+$966	0.52%	31
2025 Q4	$956K	Sell	4,790 -500	-9%	-$100K	0.63%	27
2025 Q3	$1.04M	Buy	5,290 +790	+18%	+$145K	0.68%	29
2025 Q2	$780K	Hold	4,500	–	–	0.6%	30
2025 Q1	$632K	Sell	4,500 -100	-2%	-$15.6K	0.55%	34
2024 Q4	$734K	Buy	+4,600	New	+$728K	0.6%	30

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lighthouse Financial's IYW Position: Q3 2026 in Review

Lighthouse Financial reduced its iShares US Technology ETF (IYW) stake by 6.6% in Q3 2026, selling an estimated $78.9K and leaving 4,479 shares worth $1.19M. The position accounts for 0.53% of the portfolio, ranked #35.

Lighthouse Financial first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 576 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Lighthouse Financial held 4,479 shares of iShares US Technology ETF worth $1.19M as of Q3 2026.
Lighthouse Financial sold 316 iShares US Technology ETF shares in Q3 2026, an estimated $78.9K.
iShares US Technology ETF made up 0.53% of Lighthouse Financial's portfolio in Q3 2026, its #35 holding.
Lighthouse Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's iShares US Technology ETF position peaked at $1.21M in Q2 2026.
576 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.