Security Financial Services’s iShares US Technology ETF IYW Stock Holding History

Security Financial Services’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	$6.79M	Sell	26,906 -192	-0.7%	-$44.1K	0.94%	33
2026 Q1	$4.92M	Sell	27,098 -910	-3%	-$176K	0.78%	36
2025 Q4	$5.59M	Sell	28,008 -270	-1%	-$54K	0.88%	37
2025 Q3	$5.54M	Sell	28,278 -47,936	-63%	-$8.77M	0.9%	37
2025 Q2	$13.2M	Sell	76,214 -2,536	-3%	-$384K	2.33%	12
2025 Q1	$11.1M	Buy	78,750 +729	+0.9%	+$114K	2.2%	11
2024 Q4	$12.4M	Sell	78,021 -3,193	-4%	-$505K	2.53%	8
2024 Q3	$12.3M	Buy	81,214 +1,695	+2%	+$249K	2.51%	11
2024 Q2	$12M	Buy	79,519 +353	+0.4%	+$48.8K	2.6%	7
2024 Q1	$10.7M	Sell	79,166 -1,476	-2%	-$192K	2.41%	8
2023 Q4	$9.9M	Buy	80,642 +25,475	+46%	+$2.89M	2.43%	6
2023 Q3	$5.79M	Sell	55,167 -44,844	-45%	-$4.88M	1.63%	17
2023 Q2	$10.9M	Sell	100,011 -315	-0.3%	-$30.9K	3.09%	6
2023 Q1	$9.31M	Buy	100,326 +23,321	+30%	+$1.96M	2.83%	6
2022 Q4	$5.74M	Buy	77,005 +59,010	+328%	+$4.51M	1.78%	14
2022 Q3	$1.32M	Sell	17,995 -13,792	-43%	-$1.17M	0.45%	50
2022 Q2	$2.54M	Buy	31,787 +19,627	+161%	+$1.74M	0.81%	34
2022 Q1	$1.25M	Sell	12,160 -5,782	-32%	-$590K	0.4%	48
2021 Q4	$2.06M	Buy	+17,942	New	+$1.99M	0.69%	37

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Security Financial Services's IYW Position: Q2 2026 in Review

Security Financial Services reduced its iShares US Technology ETF (IYW) stake by 0.71% in Q2 2026, selling an estimated $44.1K and leaving 26,906 shares worth $6.79M. The position accounts for 0.94% of the portfolio, ranked #33.

Security Financial Services first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.2M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Security Financial Services held 26,906 shares of iShares US Technology ETF worth $6.79M as of Q2 2026.
Security Financial Services sold 192 iShares US Technology ETF shares in Q2 2026, an estimated $44.1K.
iShares US Technology ETF made up 0.94% of Security Financial Services's portfolio in Q2 2026, its #33 holding.
Security Financial Services first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's iShares US Technology ETF position peaked at $13.2M in Q2 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.