Rollins Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Rollins Financial 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	$16.1M	Buy	63,934 +5,073	+9%	+$1.17M	2.12%	11
2026 Q1	$10.7M	Sell	58,861 -3,467	-6%	-$670K	1.69%	15
2025 Q4	$12.4M	Sell	62,328 -5,203	-8%	-$1.04M	1.83%	14
2025 Q3	$13.2M	Sell	67,531 -2,011	-3%	-$368K	2%	13
2025 Q2	$12M	Buy	69,542 +2,474	+4%	+$375K	1.92%	13
2025 Q1	$9.42M	Sell	67,068 -3,480	-5%	-$542K	1.64%	14
2024 Q4	$11.3M	Sell	70,548 -7,520	-10%	-$1.19M	1.76%	13
2024 Q3	$11.8M	Sell	78,068 -5,673	-7%	-$834K	1.96%	11
2024 Q2	$12.6M	Sell	83,741 -1,033	-1%	-$143K	2.16%	10
2024 Q1	$11.4M	Buy	84,774 +15	+0%	+$1.95K	2.16%	10
2023 Q4	$10.4M	Buy	+84,759	New	+$9.6M	2.17%	10

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

Rollins Financial Advisors's IYW Position: Q2 2026 in Review

Rollins Financial Advisors increased its iShares US Technology ETF (IYW) stake by 8.6% in Q2 2026, buying an estimated $1.17M and bringing the position to 63,934 shares worth $16.1M. The position accounts for 2.12% of the portfolio, ranked #11.

Rollins Financial Advisors first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Rollins Financial Advisors held 63,934 shares of iShares US Technology ETF worth $16.1M as of Q2 2026.
Rollins Financial Advisors bought 5,073 iShares US Technology ETF shares in Q2 2026, an estimated $1.17M.
iShares US Technology ETF made up 2.12% of Rollins Financial Advisors's portfolio in Q2 2026, its #11 holding.
Rollins Financial Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.