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Viewpoint Capital Management’s iShares US Technology ETF IYW Stock Holding History

Viewpoint Capital 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
Q3 		$530 Buy
+2
New +$499 ﹤0.01% 133
2026
Q2 		– Sell
-2
Closed -$363 – 128
2026
Q1 		$363 Hold
2
– – ﹤0.01% 132
2025
Q4 		$399 Sell
2
-23
-92% -$4.6K ﹤0.01% 132
2025
Q3 		$4.9K Buy
25
+24
+2,400% +$4.39K ﹤0.01% 141
2025
Q2 		$173 Buy
+1
New +$152 ﹤0.01% 134

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Viewpoint Capital Management's IYW Position: Q3 2026 in Review

Viewpoint Capital Management opened a new position in iShares US Technology ETF (IYW) in Q3 2026: 2 shares worth $530. The stake represents ﹤0.01% of the portfolio and ranks #133 among its holdings. This is a return to the name: Viewpoint Capital Management previously reported a position in IYW as recently as Q1 2026.

Viewpoint Capital Management first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.9K in Q3 2025. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Viewpoint Capital Management held 2 shares of iShares US Technology ETF worth $530 as of Q3 2026.
  • iShares US Technology ETF was a new Viewpoint Capital Management position in Q3 2026.
  • iShares US Technology ETF made up ﹤0.01% of Viewpoint Capital Management's portfolio in Q3 2026, its #133 holding.
  • Viewpoint Capital Management first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • Viewpoint Capital Management's iShares US Technology ETF position peaked at $4.9K in Q3 2025.
  • 801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.