SWMG LLC
IYW icon

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
Q3 		$11.3M Buy
45,453
+1,466
+3% +$366K 2.48% 12
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SWMG LLC's IYW Position: Q3 2026 in Review

SWMG LLC increased its iShares US Technology ETF (IYW) stake by 3.3% in Q3 2026, buying an estimated $366K and bringing the position to 45,453 shares worth $11.3M. The position accounts for 2.48% of the portfolio, ranked #12.

SWMG LLC first reported a position in IYW in Q4 2022 and has held it in 16 quarters since. 583 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • SWMG LLC held 45,453 shares of iShares US Technology ETF worth $11.3M as of Q3 2026.
  • SWMG LLC bought 1,466 iShares US Technology ETF shares in Q3 2026, an estimated $366K.
  • iShares US Technology ETF made up 2.48% of SWMG LLC's portfolio in Q3 2026, its #12 holding.
  • SWMG LLC first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 16 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.