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River Street Advisors’s iShares US Technology ETF IYW Stock Holding History

River Street 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 		$222K Buy
+882
New +$203K 0.07% 163
2024
Q1 		– Sell
-1,742
Closed -$214K – 132
2023
Q4 		$214K Buy
+1,742
New +$197K 0.17% 117

Other funds holding IYW

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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

River Street Advisors's IYW Position: Q2 2026 in Review

River Street Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 882 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings. This is a return to the name: River Street Advisors previously reported a position in IYW as recently as Q4 2023.

River Street Advisors first reported a position in IYW in Q4 2023 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • River Street Advisors held 882 shares of iShares US Technology ETF worth $222K as of Q2 2026.
  • iShares US Technology ETF was a new River Street Advisors position in Q2 2026.
  • iShares US Technology ETF made up 0.07% of River Street Advisors's portfolio in Q2 2026, its #163 holding.
  • River Street Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.