Roof Eidam Maycock Peralta (REMP)’s iShares US Technology ETF IYW Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	$3.38M	Hold	13,408	–	–	0.67%	32
2026 Q1	$2.43M	Hold	13,408	–	–	0.56%	34
2025 Q4	$2.68M	Hold	13,408	–	–	0.61%	33
2025 Q3	$2.63M	Hold	13,408	–	–	0.64%	34
2025 Q2	$2.32M	Hold	13,408	–	–	0.57%	35
2025 Q1	$1.88M	Sell	13,408 -757	-5%	-$118K	0.5%	35
2024 Q4	$2.26M	Hold	14,165	–	–	0.58%	35
2024 Q3	$2.15M	Hold	14,165	–	–	0.55%	35
2024 Q2	$2.13M	Hold	14,165	–	–	0.58%	32
2024 Q1	$1.91M	Hold	14,165	–	–	0.53%	36
2023 Q4	$1.74M	Sell	14,165 -3,899	-22%	-$442K	0.52%	33
2023 Q3	$1.9M	Buy	18,064 +2,328	+15%	+$253K	0.62%	32
2023 Q2	$1.71M	Hold	15,736	–	–	0.57%	34
2023 Q1	$1.46M	Hold	15,736	–	–	0.54%	38
2022 Q4	$1.17M	Hold	15,736	–	–	0.42%	49
2022 Q3	$1.16M	Hold	15,736	–	–	0.43%	42
2022 Q2	$1.26M	Hold	15,736	–	–	0.46%	40
2022 Q1	$1.62M	Hold	15,736	–	–	0.52%	40
2021 Q4	$1.81M	Hold	15,736	–	–	0.61%	35
2021 Q3	$1.59M	Hold	15,736	–	–	0.59%	33
2021 Q2	$1.56M	Hold	15,736	–	–	0.58%	35
2021 Q1	$1.38M	Hold	15,736	–	–	0.53%	38
2020 Q4	$1.34M	Hold	15,736	–	–	0.52%	35
2020 Q3	$1.18M	Hold	15,736	–	–	0.46%	37
2020 Q2	$1.06M	Hold	15,736	–	–	0.41%	48
2020 Q1	$804K	Buy	15,736 +2,816	+22%	+$163K	0.34%	56
2019 Q4	$751K	Hold	12,920	–	–	0.29%	70
2019 Q3	$660K	Sell	12,920 -2,816	-18%	-$143K	0.27%	67
2019 Q2	$778K	Hold	15,736	–	–	0.32%	65
2019 Q1	$750K	Hold	15,736	–	–	0.3%	65
2018 Q4	$629K	Hold	15,736	–	–	0.3%	60
2018 Q3	$763K	Hold	15,736	–	–	0.34%	54
2018 Q2	$701K	Hold	15,736	–	–	0.33%	54
2018 Q1	$662K	Hold	15,736	–	–	0.32%	56
2017 Q4	$640K	Hold	15,736	–	–	0.31%	61
2017 Q3	$590K	Hold	15,736	–	–	0.3%	60
2017 Q2	$550K	Hold	15,736	–	–	0.28%	54
2017 Q1	$532K	Hold	15,736	–	–	0.27%	57
2016 Q4	$473K	Hold	15,736	–	–	0.25%	60
2016 Q3	$468K	Hold	15,736	–	–	0.22%	63
2016 Q2	$414K	Hold	15,736	–	–	0.22%	63
2016 Q1	$427K	Hold	15,736	–	–	0.3%	58
2015 Q4	$421K	Hold	15,736	–	–	0.34%	65
2015 Q3	$389K	Hold	15,736	–	–	0.36%	61
2015 Q2	$412K	Sell	15,736 -400	-2%	-$10.8K	0.34%	65
2015 Q1	$423K	Hold	16,136	–	–	0.34%	63
2014 Q4	$421K	Buy	+16,136	New	+$412K	0.35%	67

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s IYW Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 13,408 shares worth $3.38M. The position accounts for 0.67% of the portfolio, ranked #32.

Roof Eidam Maycock Peralta (REMP) first reported a position in IYW in Q4 2014 and has held it in 47 quarters since. 770 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Roof Eidam Maycock Peralta (REMP) held 13,408 shares of iShares US Technology ETF worth $3.38M as of Q2 2026.
Roof Eidam Maycock Peralta (REMP) left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.67% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #32 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 47 quarters since.
770 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.