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Nadler Financial Group’s iShares US Technology ETF IYW Stock Holding History

Nadler Financial Group’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 		$207K Buy
+820
New +$188K 0.02% 141
2026
Q1 		– Sell
-1,072
Closed -$214K – 145
2025
Q4 		$214K Buy
1,072
+2
+0.2% +$400 0.02% 134
2025
Q3 		$210K Buy
+1,070
New +$196K 0.02% 133

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Nadler Financial Group's IYW Position: Q2 2026 in Review

Nadler Financial Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 820 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #141 among its holdings. This is a return to the name: Nadler Financial Group previously reported a position in IYW as recently as Q4 2025.

Nadler Financial Group first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Nadler Financial Group held 820 shares of iShares US Technology ETF worth $207K as of Q2 2026.
  • iShares US Technology ETF was a new Nadler Financial Group position in Q2 2026.
  • iShares US Technology ETF made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #141 holding.
  • Nadler Financial Group first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Nadler Financial Group's iShares US Technology ETF position peaked at $214K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.