Stanich Group’s iShares US Technology ETF IYW Stock Holding History

Stanich Group’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	$1.18M	Sell	4,438 -17	-0.4%	-$4.24K	0.57%	21
2026 Q2	$1.12M	Sell	4,455 -2,397	-35%	-$551K	0.71%	15
2026 Q1	$1.24M	Buy	6,852 +8	+0.1%	+$1.55K	0.95%	13
2025 Q4	$1.37M	Buy	6,844 +5	+0.1%	+$1K	1.03%	13
2025 Q3	$1.34M	Sell	6,839 -617	-8%	-$113K	0.82%	19
2025 Q2	$1.31M	Sell	7,456 -72	-1%	-$10.9K	1.17%	11
2025 Q1	$1.06M	Buy	7,528 +152	+2%	+$23.7K	0.78%	19
2024 Q4	$1.18M	Buy	+7,376	New	+$1.17M	0.88%	19

Other funds holding IYW

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stanich Group's IYW Position: Q3 2026 in Review

Stanich Group reduced its iShares US Technology ETF (IYW) stake by 0.38% in Q3 2026, selling an estimated $4.24K and leaving 4,438 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #21.

Stanich Group first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Stanich Group held 4,438 shares of iShares US Technology ETF worth $1.18M as of Q3 2026.
Stanich Group sold 17 iShares US Technology ETF shares in Q3 2026, an estimated $4.24K.
iShares US Technology ETF made up 0.57% of Stanich Group's portfolio in Q3 2026, its #21 holding.
Stanich Group first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's iShares US Technology ETF position peaked at $1.37M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.