Objective Capital Management’s iShares US Technology ETF IYW Stock Holding History

Objective Capital 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 Q3	$405K	Hold	1,528	–	–	0.36%	66
2026 Q2	$385K	Sell	1,528 -5	-0.3%	-$1.15K	0.34%	64
2026 Q1	$278K	Buy	1,533 +1	+0.1%	+$193	0.28%	73
2025 Q4	$306K	Hold	1,532	–	–	0.31%	69
2025 Q3	$300K	Hold	1,532	–	–	0.31%	69
2025 Q2	$265K	Buy	1,532 +1	+0.1%	+$152	0.3%	69
2025 Q1	$215K	Hold	1,531	–	–	0.27%	72
2024 Q4	$244K	Buy	+1,531	New	+$242K	0.16%	122

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Objective Capital Management's IYW Position: Q3 2026 in Review

Objective Capital Management held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,528 shares worth $405K. The position accounts for 0.36% of the portfolio, ranked #66.

Objective Capital Management first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. 334 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Objective Capital Management held 1,528 shares of iShares US Technology ETF worth $405K as of Q3 2026.
Objective Capital Management left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.36% of Objective Capital Management's portfolio in Q3 2026, its #66 holding.
Objective Capital Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
334 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.