PKS Advisory Services’s iShares US Technology ETF IYW Stock Holding History

PKS Advisory 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	$1.53M	Hold	6,073	–	–	0.25%	79
2026 Q2	$1.53M	Sell	6,073 -351	-5%	-$80.6K	0.24%	80
2026 Q1	$1.17M	Sell	6,424 -156	-2%	-$30.1K	0.27%	77
2025 Q4	$1.31M	Sell	6,580 -65	-1%	-$13K	0.3%	65
2025 Q3	$1.3M	Buy	6,645 +149	+2%	+$27.3K	0.27%	63
2025 Q2	$1.13M	Buy	6,496 +169	+3%	+$25.6K	0.28%	71
2025 Q1	$889K	Buy	6,327 +30	+0.5%	+$4.67K	0.24%	86
2024 Q4	$1M	Buy	+6,297	New	+$996K	0.25%	68

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

PKS Advisory Services's IYW Position: Q3 2026 in Review

PKS Advisory Services held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 6,073 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #79.

PKS Advisory Services first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. 517 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

PKS Advisory Services held 6,073 shares of iShares US Technology ETF worth $1.53M as of Q3 2026.
PKS Advisory Services left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.25% of PKS Advisory Services's portfolio in Q3 2026, its #79 holding.
PKS Advisory Services first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
517 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.