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IYW icon

Roxbury Financial’s iShares US Technology ETF IYW Stock Holding History

Roxbury 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 		$4.8K Hold
19
– – ﹤0.01% 343
2026
Q1 		$3.45K Hold
19
– – ﹤0.01% 335
2025
Q4 		$3.8K Hold
19
– – ﹤0.01% 326
2025
Q3 		$3.73K Hold
19
– – ﹤0.01% 324
2025
Q2 		$3.3K Buy
+19
New +$2.88K ﹤0.01% 324
2025
Q1 		– Sell
-40
Closed -$6.4K – 387
2024
Q4 		$6.4K Buy
+40
New +$6.33K 0.01% 322

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

Roxbury Financial's IYW Position: Q2 2026 in Review

Roxbury Financial held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 19 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Roxbury Financial first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.4K in Q4 2024. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Roxbury Financial held 19 shares of iShares US Technology ETF worth $4.8K as of Q2 2026.
  • Roxbury Financial left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #343 holding.
  • Roxbury Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Roxbury Financial's iShares US Technology ETF position peaked at $6.4K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.