Moment Partners’s iShares US Technology ETF IYW Stock Holding History

Moment Partners’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	$842K	Hold	3,339	–	–	0.15%	35
2026 Q1	$606K	Hold	3,339	–	–	0.11%	58
2025 Q4	$667K	Hold	3,339	–	–	0.14%	45
2025 Q3	$654K	Hold	3,339	–	–	0.12%	58
2025 Q2	$579K	Hold	3,339	–	–	0.11%	58
2025 Q1	$469K	Hold	3,339	–	–	0.09%	66
2024 Q4	$533K	Buy	+3,339	New	+$528K	0.1%	59

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

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

Moment Partners's IYW Position: Q2 2026 in Review

Moment Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,339 shares worth $842K. The position accounts for 0.15% of the portfolio, ranked #35.

Moment Partners first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Moment Partners held 3,339 shares of iShares US Technology ETF worth $842K as of Q2 2026.
Moment Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.15% of Moment Partners's portfolio in Q2 2026, its #35 holding.
Moment Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.