Quantum Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Quantum Financial Partners’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	$245K	Buy	+970	New	+$223K	0.13%	131

Other funds holding IYW

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

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

Mendel Capital Management Little Rock, Arkansas $222M AUM

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Quantum Financial Partners's IYW Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 970 shares worth $245K. The stake represents 0.13% of the portfolio and ranks #131 among its holdings.

325 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Quantum Financial Partners held 970 shares of iShares US Technology ETF worth $245K as of Q2 2026.
iShares US Technology ETF was a new Quantum Financial Partners position in Q2 2026.
iShares US Technology ETF made up 0.13% of Quantum Financial Partners's portfolio in Q2 2026, its #131 holding.
325 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.