Third View Private Wealth
IYW icon

Third View Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Third View Private Wealth’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 		$378K Hold
1,426
– – 0.04% 205
2026
Q2 		$360K Hold
1,426
– – 0.04% 225
2026
Q1 		$259K Buy
1,426
+7
+0.5% +$1.35K 0.04% 248
2025
Q4 		$283K Buy
+1,419
New +$284K 0.04% 237

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

Third View Private Wealth's IYW Position: Q3 2026 in Review

Third View Private Wealth held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,426 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #205.

Third View Private Wealth first reported a position in IYW in Q4 2025 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Third View Private Wealth held 1,426 shares of iShares US Technology ETF worth $378K as of Q3 2026.
  • Third View Private Wealth left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #205 holding.
  • Third View Private Wealth first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.