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Patriot Financial Group Insurance Agency’s iShares US Technology ETF IYW Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.69M Sell
10,682
-10,672
-50% -$2.45M 0.28% 100
2026
Q1 		$3.87M Buy
21,354
+10,783
+102% +$2.08M 0.22% 126
2025
Q4 		$2.11M Buy
10,571
+152
+1% +$30.4K 0.25% 112
2025
Q3 		$2.04M Sell
10,419
-4,704
-31% -$861K 0.26% 107
2025
Q2 		$2.62M Buy
15,123
+849
+6% +$129K 0.3% 81
2025
Q1 		$2M Buy
14,274
+562
+4% +$87.5K 0.27% 93
2024
Q4 		$2.19M Sell
13,712
-346
-2% -$54.7K 0.29% 74
2024
Q3 		$2.13M Sell
14,058
-619
-4% -$91K 0.29% 78
2024
Q2 		$2.21M Buy
14,677
+1,115
+8% +$154K 0.33% 69
2024
Q1 		$1.83M Buy
13,562
+918
+7% +$119K 0.29% 77
2023
Q4 		$1.55M Buy
12,644
+1,024
+9% +$116K 0.29% 77
2023
Q3 		$1.22M Buy
11,620
+115
+1% +$12.5K 0.25% 100
2023
Q2 		$1.25M Buy
11,505
+2,879
+33% +$283K 0.24% 104
2023
Q1 		$801K Buy
8,626
+3,470
+67% +$291K 0.16% 147
2022
Q4 		$384K Buy
+5,156
New +$394K 0.05% 261
2022
Q3 		– Sell
-3,119
Closed -$249K – 1184
2022
Q2 		$249K Sell
3,119
-1,727
-36% -$153K 0.05% 338
2022
Q1 		$499K Sell
4,846
-2,694
-36% -$275K 0.09% 235
2021
Q4 		$866K Sell
7,540
-491
-6% -$54.5K 0.14% 150
2021
Q3 		$813K Buy
+8,031
New +$838K 0.14% 155
2018
Q1 		– Sell
-596
Closed -$25K – 970
2017
Q4 		$25K Buy
596
+96
+19% +$3.85K 0.02% 411
2017
Q3 		$19K Buy
500
+72
+17% +$2.64K 0.02% 417
2017
Q2 		$15K Hold
428
– – 0.02% 445
2017
Q1 		$14K Buy
+428
New +$13.9K 0.01% 433

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IYW Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares US Technology ETF (IYW) stake by 50% in Q2 2026, selling an estimated $2.45M and leaving 10,682 shares worth $2.69M. The position accounts for 0.28% of the portfolio, ranked #100.

Patriot Financial Group Insurance Agency first reported a position in IYW in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.87M in Q1 2026. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,682 shares of iShares US Technology ETF worth $2.69M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,672 iShares US Technology ETF shares in Q2 2026, an estimated $2.45M.
  • iShares US Technology ETF made up 0.28% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #100 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Technology ETF in Q1 2017 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's iShares US Technology ETF position peaked at $3.87M in Q1 2026.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.