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

Summit Financial’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	$1.6M	Buy	6,324 +1,863	+42%	+$428K	0.02%	692
2026 Q1	$809K	Sell	4,461 -8,344	-65%	-$1.61M	0.01%	848
2025 Q4	$2.56M	Buy	12,805 +1,115	+10%	+$223K	0.04%	427
2025 Q3	$2.29M	Buy	11,690 +899	+8%	+$164K	0.03%	442
2025 Q2	$1.87M	Buy	10,791 +7,882	+271%	+$1.19M	0.04%	302
2025 Q1	$409K	Buy	2,909 +1,330	+84%	+$207K	0.01%	559
2024 Q4	$252K	Buy	+1,579	New	+$250K	0.01%	574

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

Summit Financial's IYW Position: Q2 2026 in Review

Summit Financial increased its iShares US Technology ETF (IYW) stake by 42% in Q2 2026, buying an estimated $428K and bringing the position to 6,324 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #692.

Summit Financial first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Summit Financial held 6,324 shares of iShares US Technology ETF worth $1.6M as of Q2 2026.
Summit Financial bought 1,863 iShares US Technology ETF shares in Q2 2026, an estimated $428K.
iShares US Technology ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #692 holding.
Summit Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Summit Financial's iShares US Technology ETF position peaked at $2.56M in Q4 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.