Retirement Planning Group (Kansas)’s iShares US Technology ETF IYW Stock Holding History

Retirement Planning Group (Kansas)’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	$1.19M	Buy	4,736 +1,525	+47%	+$350K	0.03%	211
2026 Q1	$582K	Sell	3,211 -1,837	-36%	-$355K	0.02%	273
2025 Q4	$1.01M	Buy	5,048 +1,176	+30%	+$235K	0.03%	191
2025 Q3	$758K	Buy	+3,872	New	+$708K	0.03%	212
2025 Q1	–	Sell	-1,424	Closed	-$227K	–	308
2024 Q4	$227K	Buy	+1,424	New	+$225K	0.01%	259
2023 Q3	–	Sell	-14,154	Closed	-$1.54M	–	162
2023 Q2	$1.54M	Buy	+14,154	New	+$1.39M	0.15%	48

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IYW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Technology ETF (IYW) stake by 47% in Q2 2026, buying an estimated $350K and bringing the position to 4,736 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #211.

Retirement Planning Group (Kansas) first reported a position in IYW in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2023. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Retirement Planning Group (Kansas) held 4,736 shares of iShares US Technology ETF worth $1.19M as of Q2 2026.
Retirement Planning Group (Kansas) bought 1,525 iShares US Technology ETF shares in Q2 2026, an estimated $350K.
iShares US Technology ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #211 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 6 quarters since.
Retirement Planning Group (Kansas)'s iShares US Technology ETF position peaked at $1.54M in Q2 2023.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.