Simon Quick Advisors’s iShares US Technology ETF IYW Stock Holding History

Simon Quick 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	$240K	Hold	907	–	–	0.01%	409
2026 Q2	$229K	Buy	+907	New	+$208K	0.01%	385
2025 Q3	–	Sell	-4,112	Closed	-$713K	–	402
2025 Q2	$713K	Sell	4,112 -369	-8%	-$55.9K	0.04%	213
2025 Q1	$629K	Buy	4,481 +369	+9%	+$57.5K	0.04%	250
2024 Q4	$656K	Buy	4,112 +1	+0%	+$158	0.04%	206
2024 Q3	$623K	Hold	4,111	–	–	0.04%	210
2024 Q2	$619K	Hold	4,111	–	–	0.04%	182
2024 Q1	$555K	Buy	4,111 +1	+0%	+$130	0.04%	190
2023 Q4	$505K	Buy	4,110 +406	+11%	+$46K	0.04%	176
2023 Q3	$389K	Hold	3,704	–	–	0.04%	195
2023 Q2	$403K	Hold	3,704	–	–	0.04%	173
2023 Q1	$344K	Hold	3,704	–	–	0.04%	192
2022 Q4	$276K	Hold	3,704	–	–	0.03%	188
2022 Q3	$272K	Hold	3,704	–	–	0.04%	156
2022 Q2	$339K	Hold	3,704	–	–	0.04%	134
2022 Q1	$382K	Hold	3,704	–	–	0.11%	75
2021 Q4	$425K	Hold	3,704	–	–	0.11%	78
2021 Q3	$375K	Hold	3,704	–	–	0.1%	86
2021 Q2	$368K	Hold	3,704	–	–	0.1%	76
2021 Q1	$324K	Hold	3,704	–	–	0.1%	80
2020 Q4	$315K	Buy	3,704 +3,276	+765%	+$262K	0.1%	79
2020 Q3	$32K	Hold	428	–	–	0.01%	250
2020 Q2	$29K	Sell	428 -1,000	-70%	-$60.4K	0.01%	262
2020 Q1	$73K	Buy	+1,428	New	+$82.8K	0.03%	153

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

Simon Quick Advisors's IYW Position: Q3 2026 in Review

Simon Quick Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 907 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #409.

Simon Quick Advisors first reported a position in IYW in Q1 2020 and has held it in 24 quarters since. The position peaked at $713K in Q2 2025. 497 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Simon Quick Advisors held 907 shares of iShares US Technology ETF worth $240K as of Q3 2026.
Simon Quick Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #409 holding.
Simon Quick Advisors first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 24 quarters since.
Simon Quick Advisors's iShares US Technology ETF position peaked at $713K in Q2 2025.
497 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.