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

Team 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 		– Sell
-282
Closed -$51.2K – 160
2026
Q1 		$51.2K Hold
282
– – 0.02% 112
2025
Q4 		$56.4K Sell
282
-29
-9% -$5.8K 0.03% 96
2025
Q3 		$61K Buy
311
+24
+8% +$4.39K 0.03% 90
2025
Q2 		$49.8K Buy
+287
New +$43.5K 0.02% 86

Other funds holding IYW

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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Team Financial Group sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 282 shares — an estimated $51.2K sold.

Team Financial Group first reported a position in IYW in Q2 2025 and held it in 4 quarters. The position peaked at $61K in Q3 2025. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Team Financial Group reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 282 iShares US Technology ETF shares in Q2 2026, an estimated $51.2K.
  • Team Financial Group first reported a position in iShares US Technology ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares US Technology ETF position peaked at $61K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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