Tactive Advisors’s iShares US Technology ETF IYW Stock Holding History

Tactive Advisors’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	$1.78M	Buy	6,718 +1,585	+31%	+$396K	0.43%	63
2026 Q2	$1.29M	Buy	5,133 +60	+1%	+$13.8K	0.32%	74
2026 Q1	$920K	Sell	5,073 -295	-5%	-$57K	0.26%	89
2025 Q4	$1.07M	Sell	5,368 -195	-4%	-$39K	0.31%	78
2025 Q3	$1.09M	Sell	5,563 -232	-4%	-$42.4K	0.31%	78
2025 Q2	$1M	Buy	+5,795	New	+$878K	0.32%	79
2024 Q1	$4.94M	Buy	36,543 +5,903	+19%	+$768K	2.62%	9
2023 Q4	$3.76M	Buy	+30,640	New	+$3.47M	2.42%	12

Other funds holding IYW

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KWM

Kingsman Wealth Management Pensacola, Florida $224M AUM 38.27% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Tactive Advisors's IYW Position: Q3 2026 in Review

Tactive Advisors increased its iShares US Technology ETF (IYW) stake by 31% in Q3 2026, buying an estimated $396K and bringing the position to 6,718 shares worth $1.78M. The position accounts for 0.43% of the portfolio, ranked #63.

Tactive Advisors first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.94M in Q1 2024. 134 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Tactive Advisors held 6,718 shares of iShares US Technology ETF worth $1.78M as of Q3 2026.
Tactive Advisors bought 1,585 iShares US Technology ETF shares in Q3 2026, an estimated $396K.
iShares US Technology ETF made up 0.43% of Tactive Advisors's portfolio in Q3 2026, its #63 holding.
Tactive Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
Tactive Advisors's iShares US Technology ETF position peaked at $4.94M in Q1 2024.
134 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.