Powers Advisory Group
IYW icon

Powers Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Powers Advisory Group’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 		$258K Hold
975
– – 0.08% 116
2026
Q2 		$246K Buy
+975
New +$224K 0.08% 124
2026
Q1 		– Sell
-1,057
Closed -$211K – 128
2025
Q4 		$211K Sell
1,057
-24
-2% -$4.8K 0.08% 122
2025
Q3 		$212K Buy
+1,081
New +$198K 0.08% 118

Other funds holding IYW

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 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
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Powers Advisory Group's IYW Position: Q3 2026 in Review

Powers Advisory Group held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 975 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #116.

Powers Advisory Group first reported a position in IYW in Q3 2025 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Powers Advisory Group held 975 shares of iShares US Technology ETF worth $258K as of Q3 2026.
  • Powers Advisory Group left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.08% of Powers Advisory Group's portfolio in Q3 2026, its #116 holding.
  • Powers Advisory Group first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.