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

Omega 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	$302K	Hold	1,198	–	–	0.09%	75
2026 Q1	$217K	Buy	1,198 +1	+0.1%	+$193	0.07%	92
2025 Q4	$239K	Sell	1,197 -7	-0.6%	-$1.4K	0.08%	91
2025 Q3	$236K	Sell	1,204 -201	-14%	-$36.8K	0.08%	96
2025 Q2	$243K	Sell	1,405 -176	-11%	-$26.7K	0.09%	88
2025 Q1	$222K	Hold	1,581	–	–	0.09%	77
2024 Q4	$252K	Buy	1,581 +14	+0.9%	+$2.21K	0.1%	75
2024 Q3	$238K	Hold	1,567	–	–	0.09%	74
2024 Q2	$236K	Buy	+1,567	New	+$217K	0.1%	79

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Omega Financial Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,198 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #75.

Omega Financial Group first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Omega Financial Group held 1,198 shares of iShares US Technology ETF worth $302K as of Q2 2026.
Omega Financial Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.09% of Omega Financial Group's portfolio in Q2 2026, its #75 holding.
Omega Financial Group first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.