TritonPoint Wealth’s iShares US Technology ETF IYW Stock Holding History

TritonPoint 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	$24.3M	Sell	91,698 -731	-0.8%	-$182K	2.41%	8
2026 Q2	$23.3M	Sell	92,429 -2,897	-3%	-$665K	2.29%	9
2026 Q1	$17.3M	Sell	95,326 -1,552	-2%	-$300K	1.85%	9
2025 Q4	$19.3M	Sell	96,878 -9,286	-9%	-$1.86M	1.96%	8
2025 Q3	$20.8M	Sell	106,164 -1,208	-1%	-$221K	1.78%	10
2025 Q2	$18.6M	Sell	107,372 -1,374	-1%	-$208K	1.72%	10
2025 Q1	$15.3M	Sell	108,746 -3,320	-3%	-$517K	1.45%	13
2024 Q4	$17.9M	Buy	112,066 +5,456	+5%	+$863K	1.62%	11
2024 Q3	$16.1M	Sell	106,610 -6,421	-6%	-$944K	1.47%	12
2024 Q2	$17M	Sell	113,031 -2,301	-2%	-$318K	1.64%	11
2024 Q1	$13.1M	Buy	115,332 +7,831	+7%	+$1.02M	1.37%	16
2023 Q4	$13.2M	Buy	+107,501	New	+$12.2M	1.29%	16

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

TritonPoint Wealth's IYW Position: Q3 2026 in Review

TritonPoint Wealth reduced its iShares US Technology ETF (IYW) stake by 0.79% in Q3 2026, selling an estimated $182K and leaving 91,698 shares worth $24.3M. The position accounts for 2.41% of the portfolio, ranked #8.

TritonPoint Wealth first reported a position in IYW in Q4 2023 and has held it in 12 quarters since. 931 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

TritonPoint Wealth held 91,698 shares of iShares US Technology ETF worth $24.3M as of Q3 2026.
TritonPoint Wealth sold 731 iShares US Technology ETF shares in Q3 2026, an estimated $182K.
iShares US Technology ETF made up 2.41% of TritonPoint Wealth's portfolio in Q3 2026, its #8 holding.
TritonPoint Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 12 quarters since.
931 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.