Toth Financial Advisory’s iShares US Technology ETF IYW Stock Holding History

Toth Financial Advisory’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	$2.12K	Buy	+8	New	+$2K	﹤0.01%	791
2024 Q1	–	Sell	-39	Closed	-$4.79K	–	752
2023 Q4	$4.79K	Hold	39	–	–	﹤0.01%	537
2023 Q3	$4.09K	Hold	39	–	–	﹤0.01%	558
2023 Q2	$4.25K	Buy	+39	New	+$3.83K	﹤0.01%	567

Other funds holding IYW

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Toth Financial Advisory's IYW Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in iShares US Technology ETF (IYW) in Q3 2026: 8 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in IYW as recently as Q4 2023.

Toth Financial Advisory first reported a position in IYW in Q2 2023 and has held it in 4 quarters since. The position peaked at $4.79K in Q4 2023. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Toth Financial Advisory held 8 shares of iShares US Technology ETF worth $2.12K as of Q3 2026.
iShares US Technology ETF was a new Toth Financial Advisory position in Q3 2026.
iShares US Technology ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #791 holding.
Toth Financial Advisory first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 4 quarters since.
Toth Financial Advisory's iShares US Technology ETF position peaked at $4.79K in Q4 2023.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.