SPAS
IYW icon

Spectrum Planning & Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Spectrum Planning & Advisory Services’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 		$735K Sell
2,912
-368
-11% -$84.5K 0.33% 48
2026
Q1 		$595K Sell
3,280
-790
-19% -$153K 0.29% 51
2025
Q4 		$813K Sell
4,070
-1,495
-27% -$299K 0.42% 41
2025
Q3 		$1.09M Sell
5,565
-10,878
-66% -$1.99M 0.62% 36
2025
Q2 		$2.85M Sell
16,443
-4,305
-21% -$653K 1.84% 16
2025
Q1 		$2.91M Buy
20,748
+2,920
+16% +$455K 2.43% 13
2024
Q4 		$2.84M Sell
17,828
-933
-5% -$148K 2.47% 12
2024
Q3 		$2.84M Buy
18,761
+95
+0.5% +$14K 2.73% 11
2024
Q2 		$2.82M Buy
+18,666
New +$2.58M 2.72% 11
2023
Q4 		$1.97M Buy
16,071
+2,255
+16% +$255K 2.79% 7
2023
Q3 		$1.45M Sell
13,816
-12,660
-48% -$1.38M 2.29% 8
2023
Q2 		$2.88M Buy
26,476
+362
+1% +$35.6K 4.31% 8
2023
Q1 		$2.42M Buy
26,114
+13,173
+102% +$1.11M 3.94% 8
2022
Q4 		$964K Buy
+12,941
New +$990K 1.32% 17
2022
Q2 		– Sell
-11,728
Closed -$1.21M – 43
2022
Q1 		$1.21M Sell
11,728
-2,042
-15% -$209K 1.1% 24
2021
Q4 		$1.58M Sell
13,770
-5,162
-27% -$573K 1.44% 18
2021
Q3 		$1.92M Buy
+18,932
New +$1.98M 1.88% 17

Other funds holding IYW

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return