Pinkerton Retirement Specialists’s iShares US Technology ETF IYW Stock Holding History

Pinkerton Retirement Specialists’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	–	Sell	-283,941	Closed	-$56.7M	–	127
2026 Q1	$56.7M	Buy	283,941 +80,070	+39%	+$15.5M	5.16%	3
2025 Q4	$40.7M	Buy	203,871 +3,943	+2%	+$789K	4.17%	4
2025 Q3	$39.2M	Buy	199,928 +1,994	+1%	+$365K	4.21%	3
2025 Q2	$34.3M	Buy	+197,934	New	+$30M	4.09%	4
2025 Q1	–	Sell	-5,233	Closed	-$835K	–	127
2024 Q4	$835K	Sell	5,233 -57,259	-92%	-$9.06M	0.12%	94
2024 Q3	$9.48M	Buy	62,492 +2,189	+4%	+$322K	1.38%	18
2024 Q2	$9.08M	Buy	60,303 +10,861	+22%	+$1.5M	1.4%	13
2024 Q1	$6.68M	Buy	49,442 +9,944	+25%	+$1.29M	1.07%	19
2023 Q4	$4.85M	Buy	+39,498	New	+$4.47M	0.93%	19
2023 Q3	–	Sell	-12,479	Closed	-$1.36M	–	154
2023 Q2	$1.36M	Buy	+12,479	New	+$1.23M	0.27%	83
2022 Q1	–	Sell	-2,380	Closed	-$273K	–	92
2021 Q4	$273K	Hold	2,380	–	–	0.05%	85
2021 Q3	$241K	Buy	+2,380	New	+$248K	0.05%	94

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

Pinkerton Retirement Specialists's IYW Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 283,941 shares — an estimated $56.7M sold.

Pinkerton Retirement Specialists first reported a position in IYW in Q3 2021 and held it in 12 quarters. The position peaked at $56.7M in Q1 2026. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Pinkerton Retirement Specialists reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Pinkerton Retirement Specialists sold 283,941 iShares US Technology ETF shares in Q2 2026, an estimated $56.7M.
Pinkerton Retirement Specialists first reported a position in iShares US Technology ETF in Q3 2021 and held it in 12 quarters.
Pinkerton Retirement Specialists's iShares US Technology ETF position peaked at $56.7M in Q1 2026.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.