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 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAMG

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

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth's IYW Position: Q2 2026 in Review

Unique Wealth increased its iShares US Technology ETF (IYW) stake by 1.9% in Q2 2026, buying an estimated $33.3K and bringing the position to 7,741 shares worth $1.95M. The position accounts for 0.23% of the portfolio, ranked #67.

Unique Wealth first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.73M in Q3 2025. 575 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Unique Wealth held 7,741 shares of iShares US Technology ETF worth $1.95M as of Q2 2026.
Unique Wealth bought 145 iShares US Technology ETF shares in Q2 2026, an estimated $33.3K.
iShares US Technology ETF made up 0.23% of Unique Wealth's portfolio in Q2 2026, its #67 holding.
Unique Wealth first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
Unique Wealth's iShares US Technology ETF position peaked at $5.73M in Q3 2025.
575 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.