Vima LLC
IYW icon

Vima LLC’s iShares US Technology ETF IYW Stock Holding History

Vima LLC’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 		$4.24K Hold
16
– – ﹤0.01% 299
2026
Q2 		$4.04K Buy
+16
New +$3.68K ﹤0.01% 321

Other funds holding IYW

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AssetMark Inc
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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
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Vima LLC's IYW Position: Q3 2026 in Review

Vima LLC held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 16 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Vima LLC first reported a position in IYW in Q2 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Vima LLC held 16 shares of iShares US Technology ETF worth $4.24K as of Q3 2026.
  • Vima LLC left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up ﹤0.01% of Vima LLC's portfolio in Q3 2026, its #299 holding.
  • Vima LLC first reported a position in iShares US Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.