LVW Advisors’s iShares US Technology ETF IYW Stock Holding History

LVW 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	$403K	Sell	1,597 -1,164	-42%	-$267K	0.03%	283
2026 Q1	$501K	Sell	2,761 -10,601	-79%	-$2.05M	0.05%	215
2025 Q4	$2.67M	Sell	13,362 -44	-0.3%	-$8.8K	0.27%	49
2025 Q3	$2.63M	Sell	13,406 -1,160	-8%	-$212K	0.27%	48
2025 Q2	$2.52M	Buy	14,566 +326	+2%	+$49.4K	0.28%	47
2025 Q1	$2M	Buy	14,240 +441	+3%	+$68.7K	0.24%	57
2024 Q4	$2.2M	Buy	13,799 +260	+2%	+$41.1K	0.27%	57
2024 Q3	$2.05M	Sell	13,539 -573	-4%	-$84.3K	0.26%	61
2024 Q2	$2.12M	Buy	14,112 +242	+2%	+$33.4K	0.31%	48
2024 Q1	$1.87M	Buy	13,870 +84	+0.6%	+$10.9K	0.32%	54
2023 Q4	$1.69M	Buy	13,786 +463	+3%	+$52.4K	0.32%	54
2023 Q3	$1.4M	Sell	13,323 -1,973	-13%	-$215K	0.29%	70
2023 Q2	$1.67M	Buy	15,296 +401	+3%	+$39.4K	0.32%	70
2023 Q1	$1.38M	Buy	+14,895	New	+$1.25M	0.27%	76

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

LVW Advisors's IYW Position: Q2 2026 in Review

LVW Advisors reduced its iShares US Technology ETF (IYW) stake by 42% in Q2 2026, selling an estimated $267K and leaving 1,597 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #283.

LVW Advisors first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.67M in Q4 2025. 623 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

LVW Advisors held 1,597 shares of iShares US Technology ETF worth $403K as of Q2 2026.
LVW Advisors sold 1,164 iShares US Technology ETF shares in Q2 2026, an estimated $267K.
iShares US Technology ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #283 holding.
LVW Advisors first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
LVW Advisors's iShares US Technology ETF position peaked at $2.67M in Q4 2025.
623 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.