One Advisory Partners
IYW icon

One Advisory Partners’s iShares US Technology ETF IYW Stock Holding History

One Advisory Partners’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 		$2.86M Sell
10,794
-506
-4% -$126K 0.77% 23
2026
Q2 		$2.85M Sell
11,300
-554
-5% -$127K 0.78% 29
2026
Q1 		$2.15M Sell
11,854
-1,380
-10% -$267K 0.66% 30
2025
Q4 		$2.64M Sell
13,234
-1,186
-8% -$237K 0.8% 24
2025
Q3 		$2.85M Sell
14,420
-34,378
-70% -$6.29M 0.87% 23
2025
Q2 		$8.71M Sell
48,798
-328
-0.7% -$49.7K 2.91% 14
2025
Q1 		$6.9M Buy
49,126
+2,038
+4% +$317K 2.95% 12
2024
Q4 		$7.51M Sell
47,088
-2,416
-5% -$382K 3.33% 9
2024
Q3 		$7.51M Buy
49,504
+487
+1% +$71.6K 3.29% 9
2024
Q2 		$7.38M Sell
49,017
-344
-0.7% -$47.5K 3.4% 8
2024
Q1 		$6.67M Sell
49,361
-2,557
-5% -$333K 3.28% 9
2023
Q4 		$6.37M Buy
51,918
+17,364
+50% +$1.97M 3.35% 8
2023
Q3 		$3.63M Sell
34,554
-32,695
-49% -$3.56M 2.12% 14
2023
Q2 		$7.32M Buy
67,249
+1,043
+2% +$102K 4.12% 8
2023
Q1 		$6.14M Buy
66,206
+21,243
+47% +$1.78M 3.61% 9
2022
Q4 		$3.35M Buy
+44,963
New +$3.44M 2.13% 16

Other funds holding IYW

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

One Advisory Partners's IYW Position: Q3 2026 in Review

One Advisory Partners reduced its iShares US Technology ETF (IYW) stake by 4.5% in Q3 2026, selling an estimated $126K and leaving 10,794 shares worth $2.86M. The position accounts for 0.77% of the portfolio, ranked #23.

One Advisory Partners first reported a position in IYW in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.71M in Q2 2025. 408 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • One Advisory Partners held 10,794 shares of iShares US Technology ETF worth $2.86M as of Q3 2026.
  • One Advisory Partners sold 506 iShares US Technology ETF shares in Q3 2026, an estimated $126K.
  • iShares US Technology ETF made up 0.77% of One Advisory Partners's portfolio in Q3 2026, its #23 holding.
  • One Advisory Partners first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • One Advisory Partners's iShares US Technology ETF position peaked at $8.71M in Q2 2025.
  • 408 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.