UWM
IYW icon

Urban Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Urban Wealth Management’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 		$859K Sell
3,405
-105
-3% -$24.1K 0.75% 30
2026
Q1 		$637K Sell
3,510
-60
-2% -$11.6K 0.65% 31
2025
Q4 		$713K Buy
+3,570
New +$714K 0.66% 38

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Urban Wealth Management's IYW Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3% in Q2 2026, selling an estimated $24.1K and leaving 3,405 shares worth $859K. The position accounts for 0.75% of the portfolio, ranked #30.

Urban Wealth Management first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Urban Wealth Management held 3,405 shares of iShares US Technology ETF worth $859K as of Q2 2026.
  • Urban Wealth Management sold 105 iShares US Technology ETF shares in Q2 2026, an estimated $24.1K.
  • iShares US Technology ETF made up 0.75% of Urban Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Urban Wealth Management first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.