Retirement Wealth Solutions’s iShares US Technology ETF IYW Stock Holding History

Retirement Wealth Solutions’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	$1.21M	Hold	4,808	–	–	0.67%	29
2026 Q1	$872K	Sell	4,808 -904	-16%	-$175K	0.55%	35
2025 Q4	$1.14M	Buy	5,712 +765	+15%	+$153K	0.72%	30
2025 Q3	$969K	Sell	4,947 -4,812	-49%	-$880K	0.64%	32
2025 Q2	$1.69M	Sell	9,759 -478	-5%	-$72.5K	1.23%	23
2025 Q1	$1.44M	Buy	10,237 +1,662	+19%	+$259K	1.16%	20
2024 Q4	$1.35M	Buy	+8,575	New	+$1.36M	1.14%	20

Other funds holding IYW

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return