Taylor Financial Group’s iShares US Technology ETF IYW Stock Holding History

Taylor Financial Group’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	$274K	Buy	+1,088	New	+$250K	0.15%	89
2026 Q1	–	Sell	-1,088	Closed	-$217K	–	102
2025 Q4	$217K	Hold	1,088	–	–	0.13%	98
2025 Q3	$213K	Buy	+1,088	New	+$199K	0.12%	102

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

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

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Taylor Financial Group's IYW Position: Q2 2026 in Review

Taylor Financial Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,088 shares worth $274K. The stake represents 0.15% of the portfolio and ranks #89 among its holdings. This is a return to the name: Taylor Financial Group previously reported a position in IYW as recently as Q4 2025.

Taylor Financial Group first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Taylor Financial Group held 1,088 shares of iShares US Technology ETF worth $274K as of Q2 2026.
iShares US Technology ETF was a new Taylor Financial Group position in Q2 2026.
iShares US Technology ETF made up 0.15% of Taylor Financial Group's portfolio in Q2 2026, its #89 holding.
Taylor Financial Group first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
599 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.