Mayflower Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Mayflower Financial 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	$2.91M	Sell	11,542 -1,598	-12%	-$367K	0.25%	93
2026 Q1	$2.38M	Buy	13,140 +65	+0.5%	+$12.6K	0.29%	87
2025 Q4	$2.61M	Buy	13,075 +173	+1%	+$34.6K	0.32%	79
2025 Q3	$2.53M	Sell	12,902 -13,880	-52%	-$2.54M	0.32%	79
2025 Q2	$4.64M	Buy	26,782 +518	+2%	+$78.5K	0.65%	40
2025 Q1	$3.69M	Buy	26,264 +1,456	+6%	+$227K	0.56%	45
2024 Q4	$3.96M	Buy	24,808 +190	+0.8%	+$30.1K	0.59%	41
2024 Q3	$3.73M	Sell	24,618 -35	-0.1%	-$5.15K	0.56%	45
2024 Q2	$3.71M	Buy	24,653 +1,102	+5%	+$152K	0.61%	41
2024 Q1	$3.18M	Buy	23,551 +2,060	+10%	+$268K	0.53%	47
2023 Q4	$2.64M	Buy	21,491 +7,844	+57%	+$889K	0.36%	65
2023 Q3	$1.43M	Sell	13,647 -26,143	-66%	-$2.84M	0.21%	96
2023 Q2	$4.33M	Sell	39,790 -6,328	-14%	-$622K	0.56%	45
2023 Q1	$4.28M	Buy	46,118 +15,553	+51%	+$1.31M	0.56%	44
2022 Q4	$2.28M	Buy	+30,565	New	+$2.34M	0.32%	67
2022 Q3	–	Sell	-3,031	Closed	-$242K	–	349
2022 Q2	$242K	Sell	3,031 -567	-16%	-$50.2K	0.04%	289
2022 Q1	$371K	Buy	3,598 +1,834	+104%	+$187K	0.05%	237
2021 Q4	$203K	Buy	+1,764	New	+$196K	0.03%	316

Other funds holding IYW

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mayflower Financial Advisors's IYW Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 12% in Q2 2026, selling an estimated $367K and leaving 11,542 shares worth $2.91M. The position accounts for 0.25% of the portfolio, ranked #93.

Mayflower Financial Advisors first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.64M in Q2 2025. 390 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Mayflower Financial Advisors held 11,542 shares of iShares US Technology ETF worth $2.91M as of Q2 2026.
Mayflower Financial Advisors sold 1,598 iShares US Technology ETF shares in Q2 2026, an estimated $367K.
iShares US Technology ETF made up 0.25% of Mayflower Financial Advisors's portfolio in Q2 2026, its #93 holding.
Mayflower Financial Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
Mayflower Financial Advisors's iShares US Technology ETF position peaked at $4.64M in Q2 2025.
390 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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