Shade Tree Advisors’s iShares US Technology ETF IYW Stock Holding History

Shade Tree Advisors’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	$318K	Buy	+1,200	New	+$300K	0.17%	52

Other funds holding IYW

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

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Shade Tree Advisors's IYW Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in iShares US Technology ETF (IYW) in Q3 2026: 1,200 shares worth $318K. The stake represents 0.17% of the portfolio and ranks #52 among its holdings.

576 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Shade Tree Advisors held 1,200 shares of iShares US Technology ETF worth $318K as of Q3 2026.
iShares US Technology ETF was a new Shade Tree Advisors position in Q3 2026.
iShares US Technology ETF made up 0.17% of Shade Tree Advisors's portfolio in Q3 2026, its #52 holding.
576 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.