PUREfi Wealth
IYW icon

PUREfi Wealth’s iShares US Technology ETF IYW Stock Holding History

PUREfi Wealth’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 		$904K Buy
3,412
+547
+19% +$137K 0.42% 57
2026
Q2 		$723K Sell
2,865
-443
-13% -$102K 0.4% 62
2026
Q1 		$600K Sell
3,308
-677
-17% -$131K 0.39% 65
2025
Q4 		$796K Buy
3,985
+93
+2% +$18.6K 0.61% 44
2025
Q3 		$762K Sell
3,892
-1,255
-24% -$230K 0.59% 47
2025
Q2 		$892K Buy
5,147
+2,479
+93% +$376K 0.71% 32
2025
Q1 		$375K Buy
2,668
+219
+9% +$34.1K 0.37% 77
2024
Q4 		$391K Buy
+2,449
New +$388K 0.38% 70

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
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

PUREfi Wealth's IYW Position: Q3 2026 in Review

PUREfi Wealth increased its iShares US Technology ETF (IYW) stake by 19% in Q3 2026, buying an estimated $137K and bringing the position to 3,412 shares worth $904K. The position accounts for 0.42% of the portfolio, ranked #57.

PUREfi Wealth first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. 515 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • PUREfi Wealth held 3,412 shares of iShares US Technology ETF worth $904K as of Q3 2026.
  • PUREfi Wealth bought 547 iShares US Technology ETF shares in Q3 2026, an estimated $137K.
  • iShares US Technology ETF made up 0.42% of PUREfi Wealth's portfolio in Q3 2026, its #57 holding.
  • PUREfi Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
  • 515 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.