Pathway Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Pathway Financial Advisors’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	$218K	Buy	+896	New	+$206K	0.03%	127

Other funds holding IYW

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Pathway Financial Advisors's IYW Position: Q2 2026 in Review

Pathway Financial Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 896 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #127 among its holdings.

232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Pathway Financial Advisors held 896 shares of iShares US Technology ETF worth $218K as of Q2 2026.
iShares US Technology ETF was a new Pathway Financial Advisors position in Q2 2026.
iShares US Technology ETF made up 0.03% of Pathway Financial Advisors's portfolio in Q2 2026, its #127 holding.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.