Sharkey, Howes & Javer’s iShares US Technology ETF IYW Stock Holding History

Sharkey, Howes & Javer’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	$2M	Sell	7,941 -16	-0.2%	-$3.67K	0.24%	56
2026 Q1	$1.44M	Sell	7,957 -713	-8%	-$138K	0.19%	69
2025 Q4	$1.73M	Buy	8,670 +100	+1%	+$20K	0.22%	65
2025 Q3	$1.68M	Sell	8,570 -50,759	-86%	-$9.29M	0.22%	63
2025 Q2	$10.3M	Sell	59,329 -7,485	-11%	-$1.13M	1.38%	18
2025 Q1	$9.38M	Buy	66,814 +4,769	+8%	+$743K	1.34%	18
2024 Q4	$9.9M	Sell	62,045 -510	-0.8%	-$80.7K	1.39%	17
2024 Q3	$9.48M	Sell	62,555 -5,992	-9%	-$881K	1.35%	17
2024 Q2	$10.3M	Buy	68,547 +1,698	+3%	+$235K	1.67%	13
2024 Q1	$9.03M	Sell	66,849 -4,077	-6%	-$531K	1.48%	16
2023 Q4	$8.71M	Buy	70,926 +20,828	+42%	+$2.36M	1.54%	14
2023 Q3	$5.26M	Sell	50,098 -49,728	-50%	-$5.41M	1.01%	24
2023 Q2	$10.9M	Buy	99,826 +11,040	+12%	+$1.08M	2.06%	12
2023 Q1	$8.24M	Buy	88,786 +17,085	+24%	+$1.43M	1.77%	13
2022 Q4	$5.34M	Buy	+71,701	New	+$5.49M	1.23%	17

Other funds holding IYW

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return