Rik Saylor Financial’s iShares US Technology ETF IYW Stock Holding History

Rik Saylor Financial’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	$1.03M	Sell	4,079 -43	-1%	-$9.88K	0.68%	48
2026 Q1	$748K	Sell	4,122 -141	-3%	-$27.2K	0.57%	55
2025 Q4	$851K	Sell	4,263 -22	-0.5%	-$4.4K	0.62%	49
2025 Q3	$839K	Buy	4,285 +8	+0.2%	+$1.46K	0.61%	50
2025 Q2	$741K	Buy	4,277 +1	+0%	+$152	0.57%	52
2025 Q1	$601K	Hold	4,276	–	–	0.53%	52
2024 Q4	$682K	Buy	+4,276	New	+$677K	0.63%	48

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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 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 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

Rik Saylor Financial's IYW Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares US Technology ETF (IYW) stake by 1% in Q2 2026, selling an estimated $9.88K and leaving 4,079 shares worth $1.03M. The position accounts for 0.68% of the portfolio, ranked #48.

Rik Saylor Financial first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 783 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Rik Saylor Financial held 4,079 shares of iShares US Technology ETF worth $1.03M as of Q2 2026.
Rik Saylor Financial sold 43 iShares US Technology ETF shares in Q2 2026, an estimated $9.88K.
iShares US Technology ETF made up 0.68% of Rik Saylor Financial's portfolio in Q2 2026, its #48 holding.
Rik Saylor Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
783 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.