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Opinicus Capital’s iShares US Technology ETF IYW Stock Holding History

Opinicus Capital’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 		$262K Buy
+1,038
New +$238K 0.14% 93
2026
Q1 		– Sell
-1,037
Closed -$207K – 102
2025
Q4 		$207K Hold
1,037
– – 0.14% 100
2025
Q3 		$203K Buy
+1,037
New +$190K 0.14% 108

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Opinicus Capital's IYW Position: Q2 2026 in Review

Opinicus Capital opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,038 shares worth $262K. The stake represents 0.14% of the portfolio and ranks #93 among its holdings. This is a return to the name: Opinicus Capital previously reported a position in IYW as recently as Q4 2025.

Opinicus Capital first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Opinicus Capital held 1,038 shares of iShares US Technology ETF worth $262K as of Q2 2026.
  • iShares US Technology ETF was a new Opinicus Capital position in Q2 2026.
  • iShares US Technology ETF made up 0.14% of Opinicus Capital's portfolio in Q2 2026, its #93 holding.
  • Opinicus Capital first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.