PFG Advisors
IYW icon

PFG Advisors’s iShares US Technology ETF IYW Stock Holding History

PFG 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 		$651K Buy
2,457
+96
+4% +$24K 0.03% 464
2026
Q2 		$596K Sell
2,361
-1,275
-35% -$293K 0.03% 481
2026
Q1 		$660K Sell
3,636
-115
-3% -$22.2K 0.03% 483
2025
Q4 		$749K Buy
3,751
+1,071
+40% +$214K 0.04% 441
2025
Q3 		$525K Buy
+2,680
New +$490K 0.02% 553
2025
Q2 		– Sell
-2,403
Closed -$337K – 710
2025
Q1 		$337K Sell
2,403
-250
-9% -$38.9K 0.02% 569
2024
Q4 		$423K Sell
2,653
-203
-7% -$32.1K 0.03% 495
2024
Q3 		$433K Sell
2,856
-1,323
-32% -$195K 0.03% 490
2024
Q2 		$629K Buy
4,179
+221
+6% +$30.5K 0.04% 383
2024
Q1 		$535K Buy
3,958
+95
+2% +$12.4K 0.04% 378
2023
Q4 		$474K Sell
3,863
-534
-12% -$60.5K 0.04% 370
2023
Q3 		$461K Sell
4,397
-3,243
-42% -$353K 0.04% 366
2023
Q2 		$832K Sell
7,640
-809
-10% -$79.5K 0.06% 319
2023
Q1 		$784K Buy
8,449
+875
+12% +$73.4K 0.07% 313
2022
Q4 		$564K Buy
7,574
+3,074
+68% +$235K 0.06% 333
2022
Q3 		$330K Buy
+4,500
New +$382K 0.04% 399
2021
Q1 		– Sell
-2,786
Closed -$237K – 465
2020
Q4 		$237K Sell
2,786
-490
-15% -$39.2K 0.04% 333
2020
Q3 		$250K Sell
3,276
-1,844
-36% -$135K 0.05% 308
2020
Q2 		$361K Buy
5,120
+672
+15% +$40.6K 0.08% 229
2020
Q1 		$251K Sell
4,448
-364
-8% -$21.1K 0.07% 248
2019
Q4 		$287K Sell
4,812
-268
-5% -$14.6K 0.07% 246
2019
Q3 		$258K Buy
5,080
+136
+3% +$6.91K 0.07% 258
2019
Q2 		$261K Sell
4,944
-580
-10% -$28.4K 0.07% 265
2019
Q1 		$281K Sell
5,524
-220
-4% -$9.8K 0.09% 232
2018
Q4 		$258K Sell
5,744
-580
-9% -$25.1K 0.08% 241
2018
Q3 		$285K Buy
6,324
+12
+0.2% +$567 0.22% 117
2018
Q2 		$281K Buy
6,312
+516
+9% +$22.8K 0.25% 104
2018
Q1 		$244K Buy
5,796
+892
+18% +$38.4K 0.23% 124
2017
Q4 		$200K Buy
+4,904
New +$197K 0.21% 129

Other funds holding IYW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

PFG Advisors's IYW Position: Q3 2026 in Review

PFG Advisors increased its iShares US Technology ETF (IYW) stake by 4.1% in Q3 2026, buying an estimated $24K and bringing the position to 2,457 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #464.

PFG Advisors first reported a position in IYW in Q4 2017 and has held it in 29 quarters since. The position peaked at $832K in Q2 2023. 694 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • PFG Advisors held 2,457 shares of iShares US Technology ETF worth $651K as of Q3 2026.
  • PFG Advisors bought 96 iShares US Technology ETF shares in Q3 2026, an estimated $24K.
  • iShares US Technology ETF made up 0.03% of PFG Advisors's portfolio in Q3 2026, its #464 holding.
  • PFG Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 29 quarters since.
  • PFG Advisors's iShares US Technology ETF position peaked at $832K in Q2 2023.
  • 694 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.