Moulton Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Moulton Wealth Management’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	$1.41M	Sell	5,644 -10	-0.2%	-$2.3K	0.93%	23
2026 Q1	$1.04M	Buy	+5,654	New	+$1.09M	0.71%	33
2025 Q4	–	Sell	-14,493	Closed	-$2.84M	–	47
2025 Q3	$2.84M	Buy	+14,493	New	+$2.65M	2.06%	12

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

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

MFG

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moulton Wealth Management's IYW Position: Q2 2026 in Review

Moulton Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.18% in Q2 2026, selling an estimated $2.3K and leaving 5,644 shares worth $1.41M. The position accounts for 0.93% of the portfolio, ranked #23.

Moulton Wealth Management first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q3 2025. 269 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Moulton Wealth Management held 5,644 shares of iShares US Technology ETF worth $1.41M as of Q2 2026.
Moulton Wealth Management sold 10 iShares US Technology ETF shares in Q2 2026, an estimated $2.3K.
iShares US Technology ETF made up 0.93% of Moulton Wealth Management's portfolio in Q2 2026, its #23 holding.
Moulton Wealth Management first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
Moulton Wealth Management's iShares US Technology ETF position peaked at $2.84M in Q3 2025.
269 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.