MFG
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Magnus Financial Group’s iShares US Technology ETF IYW Stock Holding History

Magnus Financial 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 		$2.48M Buy
9,825
+5
+0.1% +$1.15K 0.18% 94
2026
Q1 		$1.78M Sell
9,820
-887
-8% -$171K 0.14% 108
2025
Q4 		$2.14M Buy
10,707
+114
+1% +$22.8K 0.16% 103
2025
Q3 		$2.07M Sell
10,593
-865
-8% -$158K 0.16% 109
2025
Q2 		$1.99M Sell
11,458
-419
-4% -$63.5K 0.17% 103
2025
Q1 		$1.67M Sell
11,877
-152
-1% -$23.7K 0.16% 109
2024
Q4 		$1.92M Buy
12,029
+184
+2% +$29.1K 0.19% 98
2024
Q3 		$1.8M Buy
11,845
+67
+0.6% +$9.85K 0.18% 98
2024
Q2 		$1.77M Buy
11,778
+205
+2% +$28.3K 0.2% 90
2024
Q1 		$1.56M Buy
11,573
+550
+5% +$71.6K 0.19% 95
2023
Q4 		$1.35M Buy
11,023
+37
+0.3% +$4.19K 0.18% 97
2023
Q3 		$1.15M Sell
10,986
-663
-6% -$72.1K 0.17% 97
2023
Q2 		$1.27M Sell
11,649
-7,783
-40% -$764K 0.18% 94
2023
Q1 		$1.8M Sell
19,432
-2,446
-11% -$205K 0.27% 68
2022
Q4 		$1.63M Sell
21,878
-1,977
-8% -$151K 0.27% 71
2022
Q3 		$1.75M Buy
23,855
+1,892
+9% +$160K 0.33% 56
2022
Q2 		$1.76M Buy
21,963
+832
+4% +$73.6K 0.32% 55
2022
Q1 		$2.18M Buy
21,131
+9,099
+76% +$929K 0.36% 50
2021
Q4 		$1.38M Buy
12,032
+6,604
+122% +$733K 0.26% 68
2021
Q3 		$550K Buy
5,428
+22
+0.4% +$2.3K 0.12% 120
2021
Q2 		$537K Sell
5,406
-17
-0.3% -$1.58K 0.12% 115
2021
Q1 		$476K Sell
5,423
-2,080
-28% -$182K 0.12% 115
2020
Q4 		$638K Sell
7,503
-1
-0% -$80 0.06% 116
2020
Q3 		$565K Buy
7,504
+4
+0.1% +$292 0.07% 117
2020
Q2 		$506K Sell
7,500
-652
-8% -$39.4K 0.06% 156
2020
Q1 		$417K Sell
8,152
-2,000
-20% -$116K 0.06% 177
2019
Q4 		$590K Buy
10,152
+1,164
+13% +$63.3K 0.08% 110
2019
Q3 		$459K Sell
8,988
-1,192
-12% -$60.6K 0.09% 133
2019
Q2 		$504K Sell
10,180
-784
-7% -$38.3K 0.1% 114
2019
Q1 		$522K Buy
10,964
+5,204
+90% +$231K 0.11% 103
2018
Q4 		$230K Buy
+5,760
New +$249K 0.06% 297

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Magnus Financial Group's IYW Position: Q2 2026 in Review

Magnus Financial Group increased its iShares US Technology ETF (IYW) stake by 0.05% in Q2 2026, buying an estimated $1.15K and bringing the position to 9,825 shares worth $2.48M. The position accounts for 0.18% of the portfolio, ranked #94.

Magnus Financial Group first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Magnus Financial Group held 9,825 shares of iShares US Technology ETF worth $2.48M as of Q2 2026.
  • Magnus Financial Group bought 5 iShares US Technology ETF shares in Q2 2026, an estimated $1.15K.
  • iShares US Technology ETF made up 0.18% of Magnus Financial Group's portfolio in Q2 2026, its #94 holding.
  • Magnus Financial Group first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.