USA FINANCIAL FORMULAS’s iShares US Technology ETF IYW Stock Holding History

USA FINANCIAL FORMULAS’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	$6.14M	Buy	+24,341	New	+$5.59M	1.12%	9

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

USA FINANCIAL FORMULAS's IYW Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 24,341 shares worth $6.14M. The stake represents 1.12% of the portfolio and ranks #9 among its holdings.

727 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

USA FINANCIAL FORMULAS held 24,341 shares of iShares US Technology ETF worth $6.14M as of Q2 2026.
iShares US Technology ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares US Technology ETF made up 1.12% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #9 holding.
727 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.