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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
Q2 		$205K Buy
+812
New +$187K 0.04% 88

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

The Wealth Group's IYW Position: Q2 2026 in Review

The Wealth Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 812 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #88 among its holdings.

232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • The Wealth Group held 812 shares of iShares US Technology ETF worth $205K as of Q2 2026.
  • iShares US Technology ETF was a new The Wealth Group position in Q2 2026.
  • iShares US Technology ETF made up 0.04% of The Wealth Group's portfolio in Q2 2026, its #88 holding.
  • 232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.