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SWMG LLC’s iShares US Technology ETF IYW Stock Holding History

SWMG LLC’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 		$10.9M Buy
43,987
+11,727
+36% +$2.69M 2.57% 10
2026
Q1 		$5.85M Buy
32,260
+2,670
+9% +$516K 1.67% 18
2025
Q4 		$5.73M Buy
29,590
+9,211
+45% +$1.84M 1.59% 16
2025
Q3 		$4.08M Sell
20,379
-11,027
-35% -$2.02M 1.23% 19
2025
Q2 		$5.69M Sell
31,406
-235
-0.7% -$35.6K 1.91% 16
2025
Q1 		$4.5M Buy
31,641
+97
+0.3% +$15.1K 1.79% 14
2024
Q4 		$5.23M Buy
31,544
+2,571
+9% +$407K 2.09% 13
2024
Q3 		$4.64M Buy
28,973
+140
+0.5% +$20.6K 1.92% 13
2024
Q2 		$4.34M Sell
28,833
-234
-0.8% -$32.3K 1.93% 14
2024
Q1 		$3.93M Buy
29,067
+2,410
+9% +$314K 1.77% 14
2023
Q4 		$3.27M Buy
26,657
+6,365
+31% +$721K 1.56% 13
2023
Q3 		$2.13M Sell
20,292
-21,045
-51% -$2.29M 1.12% 15
2023
Q2 		$4.5M Buy
41,337
+1,740
+4% +$171K 2.35% 11
2023
Q1 		$3.67M Buy
39,597
+8,929
+29% +$749K 2.05% 13
2022
Q4 		$2.28M Buy
+30,668
New +$2.35M 1.38% 15

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SWMG LLC's IYW Position: Q2 2026 in Review

SWMG LLC increased its iShares US Technology ETF (IYW) stake by 36% in Q2 2026, buying an estimated $2.69M and bringing the position to 43,987 shares worth $10.9M. The position accounts for 2.57% of the portfolio, ranked #10.

SWMG LLC first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • SWMG LLC held 43,987 shares of iShares US Technology ETF worth $10.9M as of Q2 2026.
  • SWMG LLC bought 11,727 iShares US Technology ETF shares in Q2 2026, an estimated $2.69M.
  • iShares US Technology ETF made up 2.57% of SWMG LLC's portfolio in Q2 2026, its #10 holding.
  • SWMG LLC first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.