TrueWealth Advisors’s iShares US Technology ETF IYW Stock Holding History

TrueWealth Advisors’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	$965K	Buy	3,825 +231	+6%	+$53.1K	0.22%	91
2026 Q1	$652K	Sell	3,594 -61	-2%	-$11.8K	0.16%	115
2025 Q4	$730K	Sell	3,655 -26	-0.7%	-$5.2K	0.19%	102
2025 Q3	$721K	Sell	3,681 -406	-10%	-$74.3K	0.2%	99
2025 Q2	$708K	Sell	4,087 -92	-2%	-$13.9K	0.21%	86
2025 Q1	$587K	Sell	4,179 -882	-17%	-$137K	0.19%	96
2024 Q4	$807K	Buy	5,061 +46	+0.9%	+$7.28K	0.27%	77
2024 Q3	$760K	Sell	5,015 -330	-6%	-$48.5K	0.25%	80
2024 Q2	$804K	Sell	5,345 -64	-1%	-$8.85K	0.3%	69
2024 Q1	$731K	Sell	5,409 -303	-5%	-$39.4K	0.28%	67
2023 Q4	$701K	Buy	5,712 +338	+6%	+$38.3K	0.27%	65
2023 Q3	$564K	Sell	5,374 -1,254	-19%	-$136K	0.24%	76
2023 Q2	$722K	Sell	6,628 -330	-5%	-$32.4K	0.3%	64
2023 Q1	$646K	Buy	6,958 +302	+5%	+$25.3K	0.27%	70
2022 Q4	$496K	Buy	6,656 +969	+17%	+$74.1K	0.22%	79
2022 Q3	$417K	Sell	5,687 -1,446	-20%	-$123K	0.2%	87
2022 Q2	$570K	Sell	7,133 -8,075	-53%	-$715K	0.27%	78
2022 Q1	$1.75M	Hold	15,208	–	–	0.78%	32
2021 Q4	$1.75M	Buy	15,208 +648	+4%	+$71.9K	0.78%	32
2021 Q3	$1.47M	Buy	14,560 +1,011	+7%	+$105K	0.83%	28
2021 Q2	$1.35M	Buy	13,549 +839	+7%	+$78.2K	0.79%	29
2021 Q1	$1.18M	Buy	12,710 +819	+7%	+$71.8K	0.77%	28
2020 Q4	$1.01M	Buy	+11,891	New	+$950K	0.87%	33

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

TrueWealth Advisors's IYW Position: Q2 2026 in Review

TrueWealth Advisors increased its iShares US Technology ETF (IYW) stake by 6.4% in Q2 2026, buying an estimated $53.1K and bringing the position to 3,825 shares worth $965K. The position accounts for 0.22% of the portfolio, ranked #91.

TrueWealth Advisors first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q1 2022. 625 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

TrueWealth Advisors held 3,825 shares of iShares US Technology ETF worth $965K as of Q2 2026.
TrueWealth Advisors bought 231 iShares US Technology ETF shares in Q2 2026, an estimated $53.1K.
iShares US Technology ETF made up 0.22% of TrueWealth Advisors's portfolio in Q2 2026, its #91 holding.
TrueWealth Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's iShares US Technology ETF position peaked at $1.75M in Q1 2022.
625 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.