Transcendent Capital Group’s iShares US Technology ETF IYW Stock Holding History

Transcendent Capital 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	$513K	Buy	2,035 +151	+8%	+$34.7K	0.2%	90
2026 Q1	$342K	Hold	1,884	–	–	0.16%	89
2025 Q4	$376K	Sell	1,884 -25	-1%	-$5K	0.17%	83
2025 Q3	$374K	Buy	+1,909	New	+$349K	0.17%	88
2025 Q2	–	Sell	-1,849	Closed	-$260K	–	105
2025 Q1	$260K	Buy	1,849 +34	+2%	+$5.3K	0.15%	77
2024 Q4	$290K	Buy	1,815 +15	+0.8%	+$2.37K	0.15%	85
2024 Q3	$273K	Hold	1,800	–	–	0.14%	92
2024 Q2	$271K	Hold	1,800	–	–	0.16%	75
2024 Q1	$243K	Hold	1,800	–	–	0.14%	80
2023 Q4	$221K	Buy	+1,800	New	+$204K	0.15%	71

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Transcendent Capital Group's IYW Position: Q2 2026 in Review

Transcendent Capital Group increased its iShares US Technology ETF (IYW) stake by 8% in Q2 2026, buying an estimated $34.7K and bringing the position to 2,035 shares worth $513K. The position accounts for 0.2% of the portfolio, ranked #90.

Transcendent Capital Group first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Transcendent Capital Group held 2,035 shares of iShares US Technology ETF worth $513K as of Q2 2026.
Transcendent Capital Group bought 151 iShares US Technology ETF shares in Q2 2026, an estimated $34.7K.
iShares US Technology ETF made up 0.2% of Transcendent Capital Group's portfolio in Q2 2026, its #90 holding.
Transcendent Capital Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.