SteelPeak Wealth’s iShares US Technology ETF IYW Stock Holding History

SteelPeak Wealth’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	$448K	Sell	1,776 -30	-2%	-$6.89K	0.01%	449
2026 Q1	$328K	Buy	1,806 +40	+2%	+$7.73K	0.01%	445
2025 Q4	$353K	Sell	1,766 -1,231	-41%	-$246K	0.01%	404
2025 Q3	$587K	Sell	2,997 -57,701	-95%	-$10.6M	0.02%	367
2025 Q2	$10.5M	Sell	60,698 -9,862	-14%	-$1.49M	0.41%	58
2025 Q1	$9.91M	Sell	70,560 -1,710	-2%	-$266K	0.41%	58
2024 Q4	$11.5M	Sell	72,270 -4,193	-5%	-$663K	0.47%	44
2024 Q3	$11.6M	Sell	76,463 -10,313	-12%	-$1.52M	0.5%	48
2024 Q2	$13.1M	Buy	86,776 +3,916	+5%	+$541K	0.6%	43
2024 Q1	$11.2M	Buy	82,860 +13,124	+19%	+$1.71M	0.56%	43
2023 Q4	$8.56M	Buy	69,736 +22,395	+47%	+$2.54M	0.5%	51
2023 Q3	$4.97M	Sell	47,341 -46,517	-50%	-$5.06M	0.31%	70
2023 Q2	$10.2M	Sell	93,858 -151	-0.2%	-$14.8K	0.61%	44
2023 Q1	$8.72M	Buy	94,009 +39,461	+72%	+$3.31M	0.59%	50
2022 Q4	$4.06M	Sell	54,548 -49,035	-47%	-$3.75M	0.3%	76
2022 Q3	$7.6M	Buy	103,583 +100,991	+3,896%	+$8.56M	0.57%	51
2022 Q2	$207K	Sell	2,592 -179,385	-99%	-$15.9M	0.01%	370
2022 Q1	$18.8M	Buy	+181,977	New	+$18.6M	1.06%	21

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

SteelPeak Wealth's IYW Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares US Technology ETF (IYW) stake by 1.7% in Q2 2026, selling an estimated $6.89K and leaving 1,776 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #449.

SteelPeak Wealth first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.8M in Q1 2022. 313 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

SteelPeak Wealth held 1,776 shares of iShares US Technology ETF worth $448K as of Q2 2026.
SteelPeak Wealth sold 30 iShares US Technology ETF shares in Q2 2026, an estimated $6.89K.
iShares US Technology ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #449 holding.
SteelPeak Wealth first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
SteelPeak Wealth's iShares US Technology ETF position peaked at $18.8M in Q1 2022.
313 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.