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Resonant Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Resonant Capital Advisors’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 		$607K Hold
2,407
– – 0.03% 258
2026
Q1 		$437K Hold
2,407
– – 0.02% 290
2025
Q4 		$481K Buy
+2,407
New +$481K 0.03% 251
2024
Q2 		– Sell
-1,878
Closed -$254K – 349
2024
Q1 		$254K Buy
+1,878
New +$244K 0.02% 296

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Resonant Capital Advisors's IYW Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,407 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #258.

Resonant Capital Advisors first reported a position in IYW in Q1 2024 and has held it in 4 quarters since. 835 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Resonant Capital Advisors held 2,407 shares of iShares US Technology ETF worth $607K as of Q2 2026.
  • Resonant Capital Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #258 holding.
  • Resonant Capital Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 4 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.