Selective Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Selective Wealth Management’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	$213K	Buy	+890	New	+$204K	0.06%	128

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

Selective Wealth Management's IYW Position: Q2 2026 in Review

Selective Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 890 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings.

611 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Selective Wealth Management held 890 shares of iShares US Technology ETF worth $213K as of Q2 2026.
iShares US Technology ETF was a new Selective Wealth Management position in Q2 2026.
iShares US Technology ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #128 holding.
611 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.