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

Nations 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	$445K	Sell	1,765 -20	-1%	-$4.59K	0.02%	567
2026 Q1	$324K	Sell	1,785 -46	-3%	-$8.89K	0.02%	637
2025 Q4	$366K	Sell	1,831 -59	-3%	-$11.8K	0.02%	584
2025 Q3	$370K	Buy	1,890 +81	+4%	+$14.8K	0.02%	549
2025 Q2	$313K	Buy	1,809 +207	+13%	+$31.4K	0.02%	556
2025 Q1	$225K	Sell	1,602 -26	-2%	-$4.05K	0.02%	586
2024 Q4	$260K	Buy	1,628 +1	+0.1%	+$158	0.02%	586
2024 Q3	$247K	Buy	+1,627	New	+$239K	0.02%	605

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

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

Nations Financial Group reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, selling an estimated $4.59K and leaving 1,765 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #567.

Nations Financial Group first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Nations Financial Group held 1,765 shares of iShares US Technology ETF worth $445K as of Q2 2026.
Nations Financial Group sold 20 iShares US Technology ETF shares in Q2 2026, an estimated $4.59K.
iShares US Technology ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #567 holding.
Nations Financial Group first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.