Quadrant Private Wealth Management
IYW icon

Quadrant Private Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Quadrant Private Wealth 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
Q3 		$1.33M Buy
+5,034
New +$1.26M 0.18% 105
2026
Q2 		– Sell
-5,024
Closed -$911K – 232
2026
Q1 		$911K Sell
5,024
-3,507
-41% -$678K 0.14% 123
2025
Q4 		$1.7M Buy
8,531
+60
+0.7% +$12K 0.28% 86
2025
Q3 		$1.66M Sell
8,471
-13,525
-61% -$2.47M 0.3% 85
2025
Q2 		$3.81M Sell
21,996
-1,662
-7% -$252K 0.79% 30
2025
Q1 		$3.32M Buy
23,658
+2,610
+12% +$407K 0.83% 34
2024
Q4 		$3.36M Buy
21,048
+3,433
+19% +$543K 0.83% 31
2024
Q3 		$2.67M Buy
17,615
+2,718
+18% +$400K 0.66% 43
2024
Q2 		$2.24M Buy
14,897
+4,697
+46% +$649K 0.51% 55
2024
Q1 		$1.38M Buy
10,200
+1,867
+22% +$243K 0.35% 75
2023
Q4 		$1.02M Buy
8,333
+3,117
+60% +$353K 0.28% 81
2023
Q3 		$548K Sell
5,216
-5,319
-50% -$578K 0.18% 105
2023
Q2 		$1.15M Buy
10,535
+1,876
+22% +$184K 0.33% 77
2023
Q1 		$804K Buy
8,659
+3,925
+83% +$329K 0.25% 94
2022
Q4 		$353K Buy
+4,734
New +$362K 0.12% 151

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Quadrant Private Wealth Management's IYW Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q3 2026: 5,034 shares worth $1.33M. The stake represents 0.18% of the portfolio and ranks #105 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in IYW as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.81M in Q2 2025. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Quadrant Private Wealth Management held 5,034 shares of iShares US Technology ETF worth $1.33M as of Q3 2026.
  • iShares US Technology ETF was a new Quadrant Private Wealth Management position in Q3 2026.
  • iShares US Technology ETF made up 0.18% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Quadrant Private Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Quadrant Private Wealth Management's iShares US Technology ETF position peaked at $3.81M in Q2 2025.
  • 801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.