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

Pettinga 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
Q3 		$13.4M Sell
50,750
-12,150
-19% -$3.03M 2.22% 13
2026
Q2 		$15.9M Sell
62,900
-7,785
-11% -$1.79M 2.54% 10
2026
Q1 		$12.8M Buy
70,685
+1,555
+2% +$300K 2.41% 11
2025
Q4 		$13.8M Sell
69,130
-5,325
-7% -$1.07M 2.62% 10
2025
Q3 		$14.6M Sell
74,455
-14,618
-16% -$2.67M 2.84% 10
2025
Q2 		$15.4M Buy
89,073
+19,172
+27% +$2.91M 3.38% 9
2025
Q1 		$9.82M Sell
69,901
-1,315
-2% -$205K 2.31% 11
2024
Q4 		$11.4M Sell
71,216
-4,731
-6% -$749K 2.57% 11
2024
Q3 		$11.5M Buy
75,947
+2,782
+4% +$409K 2.73% 10
2024
Q2 		$11M Buy
73,165
+1,685
+2% +$233K 2.76% 9
2024
Q1 		$9.65M Buy
71,480
+2,555
+4% +$333K 2.46% 12
2023
Q4 		$8.46M Buy
68,925
+15,960
+30% +$1.81M 2.27% 11
2023
Q3 		$5.56M Sell
52,965
-62,353
-54% -$6.78M 1.68% 15
2023
Q2 		$12.6M Sell
115,318
-988
-0.8% -$97K 3.73% 8
2023
Q1 		$10.8M Buy
116,306
+37,219
+47% +$3.12M 3.37% 9
2022
Q4 		$5.89M Buy
+79,087
New +$6.05M 1.92% 14

Other funds holding IYW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KWM
Kingsman Wealth Management Pensacola, Florida $224M AUM 38.27% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

Pettinga Financial Advisors's IYW Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 19% in Q3 2026, selling an estimated $3.03M and leaving 50,750 shares worth $13.4M. The position accounts for 2.22% of the portfolio, ranked #13.

Pettinga Financial Advisors first reported a position in IYW in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.9M in Q2 2026. 113 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Pettinga Financial Advisors held 50,750 shares of iShares US Technology ETF worth $13.4M as of Q3 2026.
  • Pettinga Financial Advisors sold 12,150 iShares US Technology ETF shares in Q3 2026, an estimated $3.03M.
  • iShares US Technology ETF made up 2.22% of Pettinga Financial Advisors's portfolio in Q3 2026, its #13 holding.
  • Pettinga Financial Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • Pettinga Financial Advisors's iShares US Technology ETF position peaked at $15.9M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.