Wealth Quarterback’s iShares US Technology ETF IYW Stock Holding History

Wealth Quarterback’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	$350K	Sell	1,323 -21	-2%	-$5.24K	0.11%	120
2026 Q2	$339K	Sell	1,344 -512	-28%	-$118K	0.1%	120
2026 Q1	$337K	Sell	1,856 -8,644	-82%	-$1.67M	0.13%	118
2025 Q4	$2.1M	Sell	10,500 -9,147	-47%	-$1.83M	0.75%	25
2025 Q3	$3.85M	Buy	19,647 +843	+4%	+$154K	1.49%	15
2025 Q2	$3.26M	Buy	18,804 +10,256	+120%	+$1.55M	1.54%	13
2025 Q1	$1.2M	Buy	+8,548	New	+$1.33M	0.68%	31
2021 Q3	$1K	Buy	5 +1	+25%	+$104	﹤0.01%	788
2021 Q2	$1K	Buy	+4	New	+$373	﹤0.01%	802
2020 Q2	–	Sell	-108	Closed	-$5.6K	–	442
2020 Q1	$5.6K	Sell	108 -1,272	-92%	-$73.7K	0.01%	591
2019 Q4	$5.89K	Buy	+1,380	New	+$75.1K	0.01%	613

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Quarterback's IYW Position: Q3 2026 in Review

Wealth Quarterback reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q3 2026, selling an estimated $5.24K and leaving 1,323 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #120.

Wealth Quarterback first reported a position in IYW in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.85M in Q3 2025. 425 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Wealth Quarterback held 1,323 shares of iShares US Technology ETF worth $350K as of Q3 2026.
Wealth Quarterback sold 21 iShares US Technology ETF shares in Q3 2026, an estimated $5.24K.
iShares US Technology ETF made up 0.11% of Wealth Quarterback's portfolio in Q3 2026, its #120 holding.
Wealth Quarterback first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 11 quarters since.
Wealth Quarterback's iShares US Technology ETF position peaked at $3.85M in Q3 2025.
425 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.