Runnymede Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Runnymede Capital 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	$7.3M	Sell	28,930 -20	-0.1%	-$4.59K	4.35%	8
2026 Q1	$5.25M	Buy	+28,950	New	+$5.59M	4.51%	9
2025 Q4	–	Sell	-29,185	Closed	-$5.72M	–	93
2025 Q3	$5.72M	Hold	29,185	–	–	4.71%	7
2025 Q2	$5.06M	Sell	29,185 -30	-0.1%	-$4.55K	4.66%	7
2025 Q1	$4.1M	Sell	29,215 -440	-1%	-$68.5K	3.94%	7
2024 Q4	$4.73M	Buy	+29,655	New	+$4.69M	4.13%	7

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Runnymede Capital Advisors's IYW Position: Q2 2026 in Review

Runnymede Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 0.07% in Q2 2026, selling an estimated $4.59K and leaving 28,930 shares worth $7.3M. The position accounts for 4.35% of the portfolio, ranked #8.

Runnymede Capital Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Runnymede Capital Advisors held 28,930 shares of iShares US Technology ETF worth $7.3M as of Q2 2026.
Runnymede Capital Advisors sold 20 iShares US Technology ETF shares in Q2 2026, an estimated $4.59K.
iShares US Technology ETF made up 4.35% of Runnymede Capital Advisors's portfolio in Q2 2026, its #8 holding.
Runnymede Capital Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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