Strategic Financial Concepts’s iShares US Technology ETF IYW Stock Holding History

Strategic Financial Concepts’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	$1.3M	Sell	5,167 -433	-8%	-$99.5K	0.39%	66
2026 Q1	$1.02M	Buy	+5,600	New	+$1.08M	0.25%	94
2025 Q4	–	Sell	-5,065	Closed	-$992K	–	207
2025 Q3	$992K	Buy	+5,065	New	+$927K	0.14%	80
2024 Q3	–	Sell	-84,859	Closed	-$4.37K	–	481
2024 Q2	$4.37K	Buy	+84,859	New	+$11.7M	﹤0.01%	496

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Strategic Financial Concepts's IYW Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares US Technology ETF (IYW) stake by 7.7% in Q2 2026, selling an estimated $99.5K and leaving 5,167 shares worth $1.3M. The position accounts for 0.39% of the portfolio, ranked #66.

Strategic Financial Concepts first reported a position in IYW in Q2 2024 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Strategic Financial Concepts held 5,167 shares of iShares US Technology ETF worth $1.3M as of Q2 2026.
Strategic Financial Concepts sold 433 iShares US Technology ETF shares in Q2 2026, an estimated $99.5K.
iShares US Technology ETF made up 0.39% of Strategic Financial Concepts's portfolio in Q2 2026, its #66 holding.
Strategic Financial Concepts first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 4 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.