Physician Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Physician Wealth 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	$188K	Sell	747 -112	-13%	-$25.7K	0.02%	221
2026 Q1	$156K	Sell	859 -682	-44%	-$132K	0.02%	225
2025 Q4	$308K	Buy	1,541 +215	+16%	+$43K	0.04%	138
2025 Q3	$260K	Sell	1,326 -41,062	-97%	-$7.51M	0.04%	156
2025 Q2	$7.34M	Sell	42,388 -6,674	-14%	-$1.01M	1.15%	26
2025 Q1	$6.89M	Buy	49,062 +3,344	+7%	+$521K	1.19%	22
2024 Q4	$7.29M	Sell	45,718 -2,057	-4%	-$325K	1.23%	20
2024 Q3	$7.36M	Sell	47,775 -2,209	-4%	-$325K	1.33%	21
2024 Q2	$7.81M	Buy	49,984 +588	+1%	+$81.3K	1.44%	18
2024 Q1	$6.49M	Buy	49,396 +6,152	+14%	+$801K	1.36%	20
2023 Q4	$5.56M	Buy	43,244 +14,627	+51%	+$1.66M	1.24%	21
2023 Q3	$3.11M	Sell	28,617 -32,531	-53%	-$3.54M	0.8%	27
2023 Q2	$6.65M	Buy	61,148 +530	+0.9%	+$52.1K	1.65%	17
2023 Q1	$5.57M	Buy	60,618 +13,543	+29%	+$1.14M	1.46%	18
2022 Q4	$3.84M	Buy	+47,075	New	+$3.6M	1.04%	25
2022 Q2	–	Sell	-23,633	Closed	-$2.24M	–	155
2022 Q1	$2.24M	Sell	23,633 -6,895	-23%	-$704K	0.6%	32
2021 Q4	$3.31M	Sell	30,528 -11,901	-28%	-$1.32M	0.87%	24
2021 Q3	$4.49M	Buy	+42,429	New	+$4.43M	1.24%	22

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

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Physician Wealth Advisors's IYW Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 13% in Q2 2026, selling an estimated $25.7K and leaving 747 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #221.

Physician Wealth Advisors first reported a position in IYW in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.81M in Q2 2024. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Physician Wealth Advisors held 747 shares of iShares US Technology ETF worth $188K as of Q2 2026.
Physician Wealth Advisors sold 112 iShares US Technology ETF shares in Q2 2026, an estimated $25.7K.
iShares US Technology ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #221 holding.
Physician Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 18 quarters since.
Physician Wealth Advisors's iShares US Technology ETF position peaked at $7.81M in Q2 2024.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.