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IYW icon

RFG Advisory’s iShares US Technology ETF IYW Stock Holding History

RFG Advisory’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 		$4.33M Buy
17,169
+1
+0% +$230 0.07% 203
2026
Q1 		$3.11M Sell
17,168
-99
-0.6% -$19.1K 0.06% 250
2025
Q4 		$3.45M Buy
17,267
+530
+3% +$106K 0.06% 226
2025
Q3 		$3.28M Sell
16,737
-1,013
-6% -$185K 0.07% 216
2025
Q2 		$3.08M Sell
17,750
-7,037
-28% -$1.07M 0.07% 213
2025
Q1 		$3.48M Sell
24,787
-19,947
-45% -$3.11M 0.09% 155
2024
Q4 		$7.14M Buy
44,734
+2,690
+6% +$426K 0.2% 88
2024
Q3 		$6.37M Buy
42,044
+9,738
+30% +$1.43M 0.19% 87
2024
Q2 		$4.86M Sell
32,306
-4,587
-12% -$634K 0.16% 116
2024
Q1 		$4.98M Buy
36,893
+3,464
+10% +$451K 0.17% 105
2023
Q4 		$4.1M Buy
33,429
+3,095
+10% +$351K 0.16% 107
2023
Q3 		$3.18M Sell
30,334
-24,889
-45% -$2.71M 0.14% 114
2023
Q2 		$6.01M Sell
55,223
-6,658
-11% -$654K 0.27% 66
2023
Q1 		$5.74M Buy
61,881
+10,254
+20% +$861K 0.28% 67
2022
Q4 		$4.51M Buy
51,627
+3,457
+7% +$264K 0.23% 83
2022
Q3 		$3.55M Buy
48,170
+42,990
+830% +$3.65M 0.2% 99
2022
Q2 		$474K Sell
5,180
-2,346
-31% -$208K 0.03% 371
2022
Q1 		$775K Buy
7,526
+1,435
+24% +$147K 0.05% 239
2021
Q4 		$699K Buy
+6,091
New +$676K 0.05% 247
2020
Q4 		– Sell
-6,524
Closed -$491K – 453
2020
Q3 		$491K Buy
6,524
+288
+5% +$21K 0.07% 228
2020
Q2 		$421K Buy
+6,236
New +$376K 0.07% 232

Other funds holding IYW

FMC
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return