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RCS Financial Planning’s iShares US Technology ETF IYW Stock Holding History

RCS Financial Planning’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 		$321K Sell
1,274
-639
-33% -$147K 0.15% 84
2026
Q1 		$347K Sell
1,913
-1,501
-44% -$290K 0.18% 78
2025
Q4 		$682K Sell
3,414
-42
-1% -$8.4K 0.29% 58
2025
Q3 		$677K Sell
3,456
-4,867
-58% -$890K 0.3% 57
2025
Q2 		$1.44M Buy
8,323
+117
+1% +$17.7K 0.72% 30
2025
Q1 		$1.15M Buy
8,206
+433
+6% +$67.4K 0.61% 33
2024
Q4 		$1.24M Sell
7,773
-132
-2% -$20.9K 0.66% 32
2024
Q3 		$1.2M Sell
7,905
-531
-6% -$78.1K 0.67% 30
2024
Q2 		$1.27M Buy
8,436
+877
+12% +$121K 0.75% 27
2024
Q1 		$1.02M Sell
7,559
-3,072
-29% -$400K 0.63% 36
2023
Q4 		$1.3M Buy
10,631
+3,972
+60% +$450K 0.85% 28
2023
Q3 		$699K Sell
6,659
-2,284
-26% -$248K 0.53% 35
2023
Q2 		$974K Buy
8,943
+1,211
+16% +$119K 0.8% 30
2023
Q1 		$718K Buy
7,732
+2,097
+37% +$176K 0.64% 32
2022
Q4 		$420K Buy
+5,635
New +$431K 0.41% 41

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

RCS Financial Planning's IYW Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares US Technology ETF (IYW) stake by 33% in Q2 2026, selling an estimated $147K and leaving 1,274 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #84.

RCS Financial Planning first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • RCS Financial Planning held 1,274 shares of iShares US Technology ETF worth $321K as of Q2 2026.
  • RCS Financial Planning sold 639 iShares US Technology ETF shares in Q2 2026, an estimated $147K.
  • iShares US Technology ETF made up 0.15% of RCS Financial Planning's portfolio in Q2 2026, its #84 holding.
  • RCS Financial Planning first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's iShares US Technology ETF position peaked at $1.44M in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.