PWA
IYW icon

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

Portus 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
Q3 		$334K Hold
1,260
– – 0.27% 42
2026
Q2 		$318K Hold
1,260
– – 0.26% 44
2026
Q1 		$229K Hold
1,260
– – 0.22% 44
2025
Q4 		$252K Hold
1,260
– – 0.24% 48
2025
Q3 		$247K Buy
+1,260
New +$231K 0.25% 49

Other funds holding IYW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
KWM
Kingsman Wealth Management Pensacola, Florida $224M AUM 38.27% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

Portus Wealth Advisors's IYW Position: Q3 2026 in Review

Portus Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,260 shares worth $334K. The position accounts for 0.27% of the portfolio, ranked #42.

Portus Wealth Advisors first reported a position in IYW in Q3 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Portus Wealth Advisors held 1,260 shares of iShares US Technology ETF worth $334K as of Q3 2026.
  • Portus Wealth Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.27% of Portus Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Portus Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.