RVW Wealth’s iShares US Technology ETF IYW Stock Holding History

RVW Wealth’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 Q3	$27.8M	Buy	104,891 +15,114	+17%	+$3.77M	1.78%	18
2026 Q2	$22.6M	Buy	89,777 +1,011	+1%	+$232K	1.49%	22
2026 Q1	$16.1M	Buy	88,766 +3,691	+4%	+$713K	1.25%	23
2025 Q4	$17M	Sell	85,075 -2,608	-3%	-$522K	1.3%	23
2025 Q3	$17.2M	Buy	87,683 +1,405	+2%	+$257K	1.34%	23
2025 Q2	$14.9M	Buy	86,278 +10,253	+13%	+$1.55M	1.27%	24
2025 Q1	$10.7M	Buy	76,025 +72,612	+2,128%	+$11.3M	1.01%	27
2024 Q4	$544K	Buy	+3,413	New	+$540K	0.05%	84

Other funds holding IYW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KWM

Kingsman Wealth Management Pensacola, Florida $224M AUM 38.27% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

RVW Wealth's IYW Position: Q3 2026 in Review

RVW Wealth increased its iShares US Technology ETF (IYW) stake by 17% in Q3 2026, buying an estimated $3.77M and bringing the position to 104,891 shares worth $27.8M. The position accounts for 1.78% of the portfolio, ranked #18.

RVW Wealth first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

RVW Wealth held 104,891 shares of iShares US Technology ETF worth $27.8M as of Q3 2026.
RVW Wealth bought 15,114 iShares US Technology ETF shares in Q3 2026, an estimated $3.77M.
iShares US Technology ETF made up 1.78% of RVW Wealth's portfolio in Q3 2026, its #18 holding.
RVW Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.