Summit Financial Consulting’s iShares US Technology ETF IYW Stock Holding History

Summit Financial Consulting’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	$10.5M	Buy	39,621 +7,780	+24%	+$1.94M	7.7%	3
2026 Q2	$8.03M	Buy	31,841 +30,038	+1,666%	+$6.9M	5.45%	6
2026 Q1	$327K	Sell	1,803 -37,101	-95%	-$7.17M	0.23%	34
2025 Q4	$7.77M	Buy	38,904 +4,084	+12%	+$817K	5.64%	3
2025 Q3	$6.82M	Buy	+34,820	New	+$6.37M	5.44%	4
2025 Q2	–	Sell	-36,761	Closed	-$5.16M	–	44
2025 Q1	$5.16M	Buy	+36,761	New	+$5.73M	4.79%	10

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

Summit Financial Consulting's IYW Position: Q3 2026 in Review

Summit Financial Consulting increased its iShares US Technology ETF (IYW) stake by 24% in Q3 2026, buying an estimated $1.94M and bringing the position to 39,621 shares worth $10.5M. The position accounts for 7.7% of the portfolio, ranked #3.

Summit Financial Consulting first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Summit Financial Consulting held 39,621 shares of iShares US Technology ETF worth $10.5M as of Q3 2026.
Summit Financial Consulting bought 7,780 iShares US Technology ETF shares in Q3 2026, an estimated $1.94M.
iShares US Technology ETF made up 7.7% of Summit Financial Consulting's portfolio in Q3 2026, its #3 holding.
Summit Financial Consulting first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
262 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.