MCF Advisors
IYW icon

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

MCF 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
Q3 		– Sell
-312
Closed -$78.7K – 881
2026
Q2 		$78.7K Hold
312
– – ﹤0.01% 581
2026
Q1 		$56.6K Hold
312
– – ﹤0.01% 591
2025
Q4 		$62.3K Buy
312
+237
+316% +$47.4K ﹤0.01% 477
2025
Q3 		$14.7K Hold
75
– – ﹤0.01% 633
2025
Q2 		$13K Sell
75
-6
-7% -$910 ﹤0.01% 611
2025
Q1 		$11.4K Sell
81
-10
-11% -$1.56K ﹤0.01% 630
2024
Q4 		$14.5K Sell
91
-34
-27% -$5.38K ﹤0.01% 606
2024
Q3 		$19K Buy
+125
New +$18.4K ﹤0.01% 559

Other funds holding IYW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

MCF Advisors's IYW Position: Q3 2026 in Review

MCF Advisors sold out of iShares US Technology ETF (IYW) in Q3 2026, closing a stake of 312 shares — an estimated $78.7K sold.

MCF Advisors first reported a position in IYW in Q3 2024 and held it in 8 quarters. The position peaked at $78.7K in Q2 2026. 670 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • MCF Advisors reported no remaining iShares US Technology ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 312 iShares US Technology ETF shares in Q3 2026, an estimated $78.7K.
  • MCF Advisors first reported a position in iShares US Technology ETF in Q3 2024 and held it in 8 quarters.
  • MCF Advisors's iShares US Technology ETF position peaked at $78.7K in Q2 2026.
  • 670 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.