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

Unique 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	$2.61M	Buy	9,839 +2,098	+27%	+$524K	0.3%	62
2026 Q2	$1.95M	Buy	7,741 +145	+2%	+$33.3K	0.23%	67
2026 Q1	$1.38M	Sell	7,596 -20,943	-73%	-$4.05M	0.19%	69
2025 Q4	$5.7M	Sell	28,539 -727	-2%	-$145K	0.8%	35
2025 Q3	$5.73M	Buy	29,266 +2,940	+11%	+$538K	0.84%	34
2025 Q2	$4.56M	Sell	26,326 -3,021	-10%	-$458K	0.74%	35
2025 Q1	$4.12M	Buy	29,347 +14,131	+93%	+$2.2M	0.78%	34
2024 Q4	$2.43M	Buy	15,216 +7,352	+93%	+$1.16M	0.51%	44
2024 Q3	$1.19M	Buy	+7,864	New	+$1.16M	0.27%	60

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

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

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Unique Wealth's IYW Position: Q3 2026 in Review

Unique Wealth increased its iShares US Technology ETF (IYW) stake by 27% in Q3 2026, buying an estimated $524K and bringing the position to 9,839 shares worth $2.61M. The position accounts for 0.3% of the portfolio, ranked #62.

Unique Wealth first reported a position in IYW in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.73M in Q3 2025. 569 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Unique Wealth held 9,839 shares of iShares US Technology ETF worth $2.61M as of Q3 2026.
Unique Wealth bought 2,098 iShares US Technology ETF shares in Q3 2026, an estimated $524K.
iShares US Technology ETF made up 0.3% of Unique Wealth's portfolio in Q3 2026, its #62 holding.
Unique Wealth first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 9 quarters since.
Unique Wealth's iShares US Technology ETF position peaked at $5.73M in Q3 2025.
569 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.