S.R. Schill & Associates’s iShares US Technology ETF IYW Stock Holding History

S.R. Schill & Associates’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	–	Sell	-10,956	Closed	-$1.99M	–	27
2026 Q1	$1.99M	Buy	+10,956	New	+$2.12M	1.34%	16

Other funds holding IYW

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

S.R. Schill & Associates's IYW Position: Q2 2026 in Review

S.R. Schill & Associates sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 10,956 shares — an estimated $1.99M sold.

S.R. Schill & Associates first reported a position in IYW in Q1 2026 and held it in 1 quarter. The position peaked at $1.99M in Q1 2026. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

S.R. Schill & Associates reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
S.R. Schill & Associates sold 10,956 iShares US Technology ETF shares in Q2 2026, an estimated $1.99M.
S.R. Schill & Associates first reported a position in iShares US Technology ETF in Q1 2026 and held it in 1 quarter.
S.R. Schill & Associates's iShares US Technology ETF position peaked at $1.99M in Q1 2026.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on S.R. Schill & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.