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Summit Wealth Group, LLC/OK’s iShares US Technology ETF IYW Stock Holding History

Summit Wealth Group, LLC/OK’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 		$247K Sell
932
-282
-23% -$70.4K 0.42% 45
2026
Q2 		$306K Buy
+1,214
New +$279K 0.4% 44
2026
Q1 		– Sell
-3,230
Closed -$645K – 62
2025
Q4 		$645K Buy
+3,230
New +$646K 0.66% 34

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PS
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PNC Financial Services Group
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HighTower Advisors
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AssetMark Inc
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Howard Capital Management Group
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First Merchants Corp
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Creative Planning
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Summit Wealth Group, LLC/OK's IYW Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares US Technology ETF (IYW) stake by 23% in Q3 2026, selling an estimated $70.4K and leaving 932 shares worth $247K. The position accounts for 0.42% of the portfolio, ranked #45.

Summit Wealth Group, LLC/OK first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. The position peaked at $645K in Q4 2025. 871 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 932 shares of iShares US Technology ETF worth $247K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 282 iShares US Technology ETF shares in Q3 2026, an estimated $70.4K.
  • iShares US Technology ETF made up 0.42% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #45 holding.
  • Summit Wealth Group, LLC/OK first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group, LLC/OK's iShares US Technology ETF position peaked at $645K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.