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

Oxford 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	$303K	Hold	1,200	–	–	0.02%	203
2026 Q1	$218K	Hold	1,200	–	–	0.01%	239
2025 Q4	$240K	Hold	1,200	–	–	0.01%	213
2025 Q3	$235K	Hold	1,200	–	–	0.01%	207
2025 Q2	$208K	Hold	1,200	–	–	0.01%	207
2025 Q1	$169K	Hold	1,200	–	–	0.01%	214
2024 Q4	$191K	Hold	1,200	–	–	0.01%	242
2024 Q3	$182K	Hold	1,200	–	–	0.01%	242
2024 Q2	$181K	Hold	1,200	–	–	0.01%	258
2024 Q1	$162K	Sell	1,200 -321	-21%	-$41.8K	0.01%	224
2023 Q4	$187K	Buy	1,521 +1,237	+436%	+$140K	0.01%	232
2023 Q3	$29.8K	Hold	284	–	–	﹤0.01%	247
2023 Q2	$30.9K	Hold	284	–	–	﹤0.01%	267
2023 Q1	$26.4K	Buy	+284	New	+$23.8K	﹤0.01%	230
2022 Q2	–	Sell	-200	Closed	-$21K	–	281
2022 Q1	$21K	Hold	200	–	–	﹤0.01%	238
2021 Q4	$23K	Buy	+200	New	+$22.2K	﹤0.01%	250

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Oxford Financial Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,200 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #203.

Oxford Financial Group first reported a position in IYW in Q4 2021 and has held it in 16 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Oxford Financial Group held 1,200 shares of iShares US Technology ETF worth $303K as of Q2 2026.
Oxford Financial Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #203 holding.
Oxford Financial Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 16 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.