VH
IYW icon

Visionary Horizons’s iShares US Technology ETF IYW Stock Holding History

Visionary Horizons’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 		$841K Buy
3,335
+475
+17% +$109K 0.35% 44
2026
Q1 		$519K Buy
+2,860
New +$553K 0.26% 77

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

Visionary Horizons's IYW Position: Q2 2026 in Review

Visionary Horizons increased its iShares US Technology ETF (IYW) stake by 17% in Q2 2026, buying an estimated $109K and bringing the position to 3,335 shares worth $841K. The position accounts for 0.35% of the portfolio, ranked #44.

Visionary Horizons first reported a position in IYW in Q1 2026 and has held it in 2 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Visionary Horizons held 3,335 shares of iShares US Technology ETF worth $841K as of Q2 2026.
  • Visionary Horizons bought 475 iShares US Technology ETF shares in Q2 2026, an estimated $109K.
  • iShares US Technology ETF made up 0.35% of Visionary Horizons's portfolio in Q2 2026, its #44 holding.
  • Visionary Horizons first reported a position in iShares US Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.