M3 Advisory Group’s iShares US Technology ETF IYW Stock Holding History

M3 Advisory Group’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	$1.63M	Sell	6,462 -515	-7%	-$118K	0.85%	29
2026 Q1	$1.27M	Buy	6,977 +5	+0.1%	+$966	0.78%	29
2025 Q4	$1.39M	Sell	6,972 -46	-0.7%	-$9.2K	0.85%	28
2025 Q3	$1.37M	Sell	7,018 -74	-1%	-$13.5K	0.86%	26
2025 Q2	$1.23M	Sell	7,092 -102	-1%	-$15.5K	0.85%	26
2025 Q1	$1.01M	Sell	7,194 -59	-0.8%	-$9.19K	0.8%	25
2024 Q4	$1.16M	Sell	7,253 -80	-1%	-$12.7K	0.83%	27
2024 Q3	$1.11M	Sell	7,333 -149	-2%	-$21.9K	0.82%	26
2024 Q2	$1.13M	Sell	7,482 -82	-1%	-$11.3K	0.93%	24
2024 Q1	$1.02M	Sell	7,564 -59	-0.8%	-$7.68K	0.93%	26
2023 Q4	$936K	Buy	+7,623	New	+$863K	1.1%	25

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

M3 Advisory Group's IYW Position: Q2 2026 in Review

M3 Advisory Group reduced its iShares US Technology ETF (IYW) stake by 7.4% in Q2 2026, selling an estimated $118K and leaving 6,462 shares worth $1.63M. The position accounts for 0.85% of the portfolio, ranked #29.

M3 Advisory Group first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

M3 Advisory Group held 6,462 shares of iShares US Technology ETF worth $1.63M as of Q2 2026.
M3 Advisory Group sold 515 iShares US Technology ETF shares in Q2 2026, an estimated $118K.
iShares US Technology ETF made up 0.85% of M3 Advisory Group's portfolio in Q2 2026, its #29 holding.
M3 Advisory Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.