Symphony Financial Services’s iShares US Technology ETF IYW Stock Holding History

Symphony Financial Services’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	$1.33M	Sell	5,270 -102	-2%	-$23.4K	0.6%	28
2026 Q1	$975K	Sell	5,372 -11	-0.2%	-$2.13K	0.5%	32
2025 Q4	$1.07M	Buy	5,383 +439	+9%	+$87.8K	0.55%	31
2025 Q3	$968K	Sell	4,944 -2	-0%	-$366	0.52%	27
2025 Q2	$857K	Sell	4,946 -3	-0.1%	-$455	0.51%	30
2025 Q1	$695K	Buy	4,949 +188	+4%	+$29.3K	0.45%	32
2024 Q4	$760K	Sell	4,761 -148	-3%	-$23.4K	0.61%	28
2024 Q3	$744K	Buy	4,909 +491	+11%	+$72.2K	0.63%	29
2024 Q2	$693K	Buy	+4,418	New	+$611K	0.6%	32

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Symphony Financial Services's IYW Position: Q2 2026 in Review

Symphony Financial Services reduced its iShares US Technology ETF (IYW) stake by 1.9% in Q2 2026, selling an estimated $23.4K and leaving 5,270 shares worth $1.33M. The position accounts for 0.6% of the portfolio, ranked #28.

Symphony Financial Services first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Symphony Financial Services held 5,270 shares of iShares US Technology ETF worth $1.33M as of Q2 2026.
Symphony Financial Services sold 102 iShares US Technology ETF shares in Q2 2026, an estimated $23.4K.
iShares US Technology ETF made up 0.6% of Symphony Financial Services's portfolio in Q2 2026, its #28 holding.
Symphony Financial Services first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.