Wealth Enhancement Trust Services’s iShares US Technology ETF IYW Stock Holding History

Wealth Enhancement Trust Services’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	$8.11M	Buy	+32,169	New	+$7.39M	0.9%	28

Other funds holding IYW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Trust Services's IYW Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 32,169 shares worth $8.11M. The stake represents 0.9% of the portfolio and ranks #28 among its holdings.

1,073 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Wealth Enhancement Trust Services held 32,169 shares of iShares US Technology ETF worth $8.11M as of Q2 2026.
iShares US Technology ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
iShares US Technology ETF made up 0.9% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #28 holding.
1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.