Presidio Capital Management’s iShares US Technology ETF IYW Stock Holding History

Presidio Capital Management’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	$1.1M	Sell	4,343 -242	-5%	-$55.6K	0.27%	28
2026 Q1	$832K	Buy	4,585 +809	+21%	+$156K	0.24%	31
2025 Q4	$754K	Buy	3,776 +166	+5%	+$33.2K	0.23%	34
2025 Q3	$707K	Buy	3,610 +155	+4%	+$28.4K	0.25%	33
2025 Q2	$599K	Sell	3,455 -131	-4%	-$19.9K	0.23%	32
2025 Q1	$504K	Sell	3,586 -1,687	-32%	-$263K	0.21%	33
2024 Q4	$841K	Buy	5,273 +1,042	+25%	+$165K	0.45%	23
2024 Q3	$642K	Sell	4,231 -396	-9%	-$58.2K	0.41%	29
2024 Q2	$696K	Buy	+4,627	New	+$639K	0.49%	27

Other funds holding IYW

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Presidio Capital Management's IYW Position: Q2 2026 in Review

Presidio Capital Management reduced its iShares US Technology ETF (IYW) stake by 5.3% in Q2 2026, selling an estimated $55.6K and leaving 4,343 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #28.

Presidio Capital Management first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Presidio Capital Management held 4,343 shares of iShares US Technology ETF worth $1.1M as of Q2 2026.
Presidio Capital Management sold 242 iShares US Technology ETF shares in Q2 2026, an estimated $55.6K.
iShares US Technology ETF made up 0.27% of Presidio Capital Management's portfolio in Q2 2026, its #28 holding.
Presidio Capital Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.