Sensible Money’s iShares US Technology ETF IYW Stock Holding History

Sensible Money’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	$854K	Buy	3,225 +25	+0.8%	+$6.24K	0.22%	30
2026 Q2	$807K	Hold	3,200	–	–	0.21%	34
2026 Q1	$581K	Hold	3,200	–	–	0.18%	38
2025 Q4	$639K	Hold	3,200	–	–	0.2%	37
2025 Q3	$627K	Hold	3,200	–	–	0.21%	36
2025 Q2	$554K	Hold	3,200	–	–	0.21%	36
2025 Q1	$449K	Hold	3,200	–	–	0.19%	41
2024 Q4	$510K	Hold	3,200	–	–	0.22%	39
2024 Q3	$485K	Hold	3,200	–	–	0.21%	39
2024 Q2	$482K	Hold	3,200	–	–	0.23%	37
2024 Q1	$432K	Hold	3,200	–	–	0.23%	41
2023 Q4	$393K	Hold	3,200	–	–	0.24%	40
2023 Q3	$336K	Hold	3,200	–	–	0.24%	45
2023 Q2	$348K	Hold	3,200	–	–	0.25%	45
2023 Q1	$297K	Hold	3,200	–	–	0.26%	50
2022 Q4	$238K	Buy	+3,200	New	+$245K	0.25%	59

Other funds holding IYW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sensible Money's IYW Position: Q3 2026 in Review

Sensible Money increased its iShares US Technology ETF (IYW) stake by 0.78% in Q3 2026, buying an estimated $6.24K and bringing the position to 3,225 shares worth $854K. The position accounts for 0.22% of the portfolio, ranked #30.

Sensible Money first reported a position in IYW in Q4 2022 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Sensible Money held 3,225 shares of iShares US Technology ETF worth $854K as of Q3 2026.
Sensible Money bought 25 iShares US Technology ETF shares in Q3 2026, an estimated $6.24K.
iShares US Technology ETF made up 0.22% of Sensible Money's portfolio in Q3 2026, its #30 holding.
Sensible Money first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 16 quarters since.
758 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.