Quantum Financial Partners
IYW icon

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
Q3 		$272K Buy
1,027
+57
+6% +$14.2K 0.14% 123
2026
Q2 		$245K Buy
+970
New +$223K 0.13% 131

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Quantum Financial Partners's IYW Position: Q3 2026 in Review

Quantum Financial Partners increased its iShares US Technology ETF (IYW) stake by 5.9% in Q3 2026, buying an estimated $14.2K and bringing the position to 1,027 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #123.

Quantum Financial Partners first reported a position in IYW in Q2 2026 and has held it in 2 quarters since. 931 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Quantum Financial Partners held 1,027 shares of iShares US Technology ETF worth $272K as of Q3 2026.
  • Quantum Financial Partners bought 57 iShares US Technology ETF shares in Q3 2026, an estimated $14.2K.
  • iShares US Technology ETF made up 0.14% of Quantum Financial Partners's portfolio in Q3 2026, its #123 holding.
  • Quantum Financial Partners first reported a position in iShares US Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.