Maia Wealth’s iShares US Technology ETF IYW Stock Holding History

Maia Wealth’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	$2.27M	Sell	8,577 -233	-3%	-$58.2K	0.31%	93
2026 Q2	$2.22M	Sell	8,810 -819	-9%	-$188K	0.33%	89
2026 Q1	$1.75M	Sell	9,629 -449	-4%	-$86.8K	0.3%	103
2025 Q4	$1.92M	Sell	10,078 -613	-6%	-$123K	0.33%	91
2025 Q3	$2.19M	Sell	10,691 -16,119	-60%	-$2.95M	0.37%	75
2025 Q2	$4.65M	Sell	26,810 -4,063	-13%	-$616K	0.89%	24
2025 Q1	$4.22M	Buy	30,873 +180	+0.6%	+$28K	0.96%	21
2024 Q4	$4.82M	Buy	30,693 +186	+0.6%	+$29.4K	1.04%	22
2024 Q3	$4.71M	Sell	30,507 -2,884	-9%	-$424K	1.16%	21
2024 Q2	$5.23M	Buy	+33,391	New	+$4.61M	1.57%	14
2023 Q4	$3.76M	Buy	+30,660	New	+$3.47M	1.52%	10

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

Maia Wealth's IYW Position: Q3 2026 in Review

Maia Wealth reduced its iShares US Technology ETF (IYW) stake by 2.6% in Q3 2026, selling an estimated $58.2K and leaving 8,577 shares worth $2.27M. The position accounts for 0.31% of the portfolio, ranked #93.

Maia Wealth first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q2 2024. 450 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Maia Wealth held 8,577 shares of iShares US Technology ETF worth $2.27M as of Q3 2026.
Maia Wealth sold 233 iShares US Technology ETF shares in Q3 2026, an estimated $58.2K.
iShares US Technology ETF made up 0.31% of Maia Wealth's portfolio in Q3 2026, its #93 holding.
Maia Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares US Technology ETF position peaked at $5.23M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.