Pinnacle Wealth Planning Services
IYW icon

Pinnacle Wealth Planning Services’s iShares US Technology ETF IYW Stock Holding History

Pinnacle Wealth Planning Services’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 		$57.5K Sell
217
-2
-0.9% -$499 0.01% 1170
2026
Q2 		$55.2K Buy
219
+217
+10,850% +$49.8K 0.01% 1204
2026
Q1 		$363 Hold
2
– – ﹤0.01% 2643
2025
Q4 		$399 Buy
+2
New +$400 ﹤0.01% 2667

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Atlas Legacy Advisors
Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's IYW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares US Technology ETF (IYW) stake by 0.91% in Q3 2026, selling an estimated $499 and leaving 217 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #1170.

Pinnacle Wealth Planning Services first reported a position in IYW in Q4 2025 and has held it in 4 quarters since. 931 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 217 shares of iShares US Technology ETF worth $57.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 2 iShares US Technology ETF shares in Q3 2026, an estimated $499.
  • iShares US Technology ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1170 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.