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

Rede 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	$1.29M	Hold	4,868	–	–	0.42%	23
2026 Q2	$1.23M	Hold	4,868	–	–	0.41%	23
2026 Q1	$883K	Hold	4,868	–	–	0.32%	37
2025 Q4	$972K	Buy	+4,868	New	+$974K	0.34%	33
2025 Q3	–	Sell	-4,868	Closed	-$843K	–	150
2025 Q2	$843K	Hold	4,868	–	–	0.3%	34
2025 Q1	$684K	Hold	4,868	–	–	0.24%	41
2024 Q4	$777K	Hold	4,868	–	–	0.3%	38
2024 Q3	$738K	Hold	4,868	–	–	0.28%	39
2024 Q2	$733K	Hold	4,868	–	–	0.67%	35
2024 Q1	$657K	Hold	4,868	–	–	0.28%	41
2023 Q4	$598K	Hold	4,868	–	–	0.28%	43
2023 Q3	$511K	Hold	4,868	–	–	0.26%	41
2023 Q2	$530K	Hold	4,868	–	–	0.25%	45
2023 Q1	$452K	Hold	4,868	–	–	0.24%	51
2022 Q4	$363K	Hold	4,868	–	–	0.19%	62
2022 Q3	$357K	Hold	4,868	–	–	0.21%	59
2022 Q2	$389K	Hold	4,868	–	–	0.23%	59
2022 Q1	$502K	Hold	4,868	–	–	0.24%	55
2021 Q4	$559K	Hold	4,868	–	–	0.28%	52
2021 Q3	$493K	Hold	4,868	–	–	0.26%	57
2021 Q2	$484K	Hold	4,868	–	–	0.26%	56
2021 Q1	$427K	Hold	4,868	–	–	0.25%	59
2020 Q4	$414K	Buy	+4,868	New	+$389K	0.28%	50

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rede Wealth's IYW Position: Q3 2026 in Review

Rede Wealth held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 4,868 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #23.

Rede Wealth first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. 408 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Rede Wealth held 4,868 shares of iShares US Technology ETF worth $1.29M as of Q3 2026.
Rede Wealth left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.42% of Rede Wealth's portfolio in Q3 2026, its #23 holding.
Rede Wealth first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
408 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.