The Wealth Group
IYW icon

The Wealth Group’s iShares US Technology ETF IYW Stock Holding History

The Wealth 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
Q3 		$219K Hold
812
– – 0.04% 86
2026
Q2 		$205K Buy
+812
New +$187K 0.04% 88

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

The Wealth Group's IYW Position: Q3 2026 in Review

The Wealth Group held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 812 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #86.

The Wealth Group first reported a position in IYW in Q2 2026 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • The Wealth Group held 812 shares of iShares US Technology ETF worth $219K as of Q3 2026.
  • The Wealth Group left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.04% of The Wealth Group's portfolio in Q3 2026, its #86 holding.
  • The Wealth Group first reported a position in iShares US Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.