Patriot Investment Management Group’s iShares US Technology ETF IYW Stock Holding History

Patriot Investment Management 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	$1.46M	Hold	5,789	–	–	0.08%	98
2026 Q1	$1.05M	Hold	5,789	–	–	0.07%	109
2025 Q4	$1.16M	Sell	5,789 -768	-12%	-$154K	0.07%	106
2025 Q3	$1.28M	Sell	6,557 -3,019	-32%	-$552K	0.08%	99
2025 Q2	$1.66M	Hold	9,576	–	–	0.11%	75
2025 Q1	$1.34M	Hold	9,576	–	–	0.1%	85
2024 Q4	$1.53M	Hold	9,576	–	–	0.11%	78
2024 Q3	$1.45M	Hold	9,576	–	–	0.11%	85
2024 Q2	$1.44M	Sell	9,576 -120	-1%	-$16.6K	0.11%	80
2024 Q1	$1.31M	Hold	9,696	–	–	0.1%	87
2023 Q4	$1.19M	Hold	9,696	–	–	0.1%	92
2023 Q3	$1.02M	Buy	9,696 +145	+2%	+$15.8K	0.09%	99
2023 Q2	$1.04M	Sell	9,551 -440	-4%	-$43.2K	0.09%	104
2023 Q1	$927K	Buy	9,991 +60	+0.6%	+$5.04K	0.08%	113
2022 Q4	$826K	Sell	9,931 -375	-4%	-$28.7K	0.07%	123
2022 Q3	$756K	Hold	10,306	–	–	0.08%	122
2022 Q2	$823K	Hold	10,306	–	–	0.08%	121
2022 Q1	$1.06M	Hold	10,306	–	–	0.09%	112
2021 Q4	$1.18M	Sell	10,306 -550	-5%	-$61.1K	0.1%	105
2021 Q3	$1.1M	Sell	10,856 -145	-1%	-$15.1K	0.1%	104
2021 Q2	$1.09M	Hold	11,001	–	–	0.1%	106
2021 Q1	$964K	Sell	11,001 -107	-1%	-$9.38K	0.1%	116
2020 Q4	$945K	Hold	11,108	–	–	0.14%	81
2020 Q3	$836K	Hold	11,108	–	–	0.1%	111
2020 Q2	$749K	Hold	11,108	–	–	0.09%	117
2020 Q1	$567K	Buy	11,108 +2,880	+35%	+$167K	0.09%	122
2019 Q4	$478K	Sell	8,228 -1,480	-15%	-$80.5K	0.06%	153
2019 Q3	$493K	Buy	9,708 +1,600	+20%	+$81.3K	0.07%	143
2019 Q2	$401K	Buy	8,108 +440	+6%	+$21.5K	0.06%	163
2019 Q1	$365K	Buy	+7,668	New	+$341K	0.05%	163

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Patriot Investment Management Group's IYW Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 5,789 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #98.

Patriot Investment Management Group first reported a position in IYW in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.66M in Q2 2025. 566 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Patriot Investment Management Group held 5,789 shares of iShares US Technology ETF worth $1.46M as of Q2 2026.
Patriot Investment Management Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.08% of Patriot Investment Management Group's portfolio in Q2 2026, its #98 holding.
Patriot Investment Management Group first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares US Technology ETF position peaked at $1.66M in Q2 2025.
566 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.