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

Signature Wealth Management Partners’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	$15.5M	Sell	61,513 -518	-0.8%	-$119K	7.23%	3
2026 Q1	$11.3M	Buy	62,031 +486	+0.8%	+$93.9K	5.64%	6
2025 Q4	$12.3M	Sell	61,545 -638	-1%	-$128K	6.08%	6
2025 Q3	$12.2M	Sell	62,183 -2,865	-4%	-$524K	6.38%	6
2025 Q2	$11.3M	Buy	65,048 +496	+0.8%	+$75.2K	6.44%	4
2025 Q1	$9.07M	Buy	64,552 +1,727	+3%	+$269K	5.94%	6
2024 Q4	$10M	Sell	62,825 -163	-0.3%	-$25.8K	6.88%	4
2024 Q3	$9.55M	Sell	62,988 -414	-0.7%	-$60.9K	6.91%	4
2024 Q2	$9.54M	Sell	63,402 -1,044	-2%	-$144K	7.25%	3
2024 Q1	$8.7M	Buy	64,446 +517	+0.8%	+$67.3K	7.08%	4
2023 Q4	$7.85M	Sell	63,929 -430	-0.7%	-$48.7K	6.87%	4
2023 Q3	$6.75M	Sell	64,359 -4,057	-6%	-$441K	6.6%	4
2023 Q2	$7.45M	Sell	68,416 -4,829	-7%	-$474K	6.9%	3
2023 Q1	$6.8M	Sell	73,245 -8,637	-11%	-$725K	6.31%	2
2022 Q4	$6.1M	Sell	81,882 -1,438	-2%	-$110K	6.01%	3
2022 Q3	$6.11M	Buy	83,320 +1,195	+1%	+$101K	6.73%	2
2022 Q2	$6.57M	Sell	82,125 -865	-1%	-$76.6K	6.73%	2
2022 Q1	$8.55M	Buy	82,990 +408	+0.5%	+$41.7K	7.29%	2
2021 Q4	$9.48M	Sell	82,582 -463	-0.6%	-$51.4K	8.04%	2
2021 Q3	$8.41M	Buy	83,045 +1,088	+1%	+$114K	7.62%	1
2021 Q2	$8.15M	Buy	81,957 +391	+0.5%	+$36.5K	7.4%	1
2021 Q1	$7.15M	Buy	81,566 +2,258	+3%	+$198K	6.86%	1
2020 Q4	$6.75M	Buy	+79,308	New	+$6.34M	6.75%	3

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

Signature Wealth Management Partners's IYW Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its iShares US Technology ETF (IYW) stake by 0.84% in Q2 2026, selling an estimated $119K and leaving 61,513 shares worth $15.5M. The position accounts for 7.23% of the portfolio, ranked #3.

Signature Wealth Management Partners first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Signature Wealth Management Partners held 61,513 shares of iShares US Technology ETF worth $15.5M as of Q2 2026.
Signature Wealth Management Partners sold 518 iShares US Technology ETF shares in Q2 2026, an estimated $119K.
iShares US Technology ETF made up 7.23% of Signature Wealth Management Partners's portfolio in Q2 2026, its #3 holding.
Signature Wealth Management Partners first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.