Wealthcare Advisory Partners’s iShares US Technology ETF IYW Stock Holding History

Wealthcare Advisory Partners’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	$1.04M	Sell	4,135 -2,613	-39%	-$600K	0.02%	506
2026 Q1	$1.22M	Sell	6,748 -214	-3%	-$41.4K	0.02%	466
2025 Q4	$1.39M	Buy	6,962 +149	+2%	+$29.8K	0.03%	435
2025 Q3	$1.33M	Sell	6,813 -160	-2%	-$29.3K	0.03%	427
2025 Q2	$1.21M	Buy	6,973 +1,234	+22%	+$187K	0.03%	436
2025 Q1	$806K	Sell	5,739 -797	-12%	-$124K	0.02%	483
2024 Q4	$1.04M	Buy	6,536 +1,005	+18%	+$159K	0.03%	410
2024 Q3	$839K	Sell	5,531 -471	-8%	-$69.3K	0.02%	463
2024 Q2	$903K	Buy	6,002 +946	+19%	+$131K	0.03%	414
2024 Q1	$683K	Buy	5,056 +2,145	+74%	+$279K	0.02%	480
2023 Q4	$357K	Sell	2,911 -166	-5%	-$18.8K	0.01%	560
2023 Q3	$323K	Sell	3,077 -725	-19%	-$78.8K	0.01%	532
2023 Q2	$414K	Sell	3,802 -1,707	-31%	-$168K	0.02%	485
2023 Q1	$511K	Sell	5,509 -98	-2%	-$8.22K	0.02%	456
2022 Q4	$418K	Sell	5,607 -701	-11%	-$53.6K	0.02%	458
2022 Q3	$463K	Buy	6,308 +2,841	+82%	+$241K	0.03%	380
2022 Q2	$277K	Sell	3,467 -275	-7%	-$24.3K	0.02%	452
2022 Q1	$386K	Sell	3,742 -2,080	-36%	-$212K	0.02%	359
2021 Q4	$668K	Sell	5,822 -507	-8%	-$56.3K	0.04%	264
2021 Q3	$641K	Buy	6,329 +925	+17%	+$96.5K	0.04%	270
2021 Q2	$537K	Sell	5,404 -141	-3%	-$13.2K	0.04%	308
2021 Q1	$486K	Buy	5,545 +677	+14%	+$59.3K	0.04%	293
2020 Q4	$414K	Buy	4,868 +880	+22%	+$70.3K	0.04%	262
2020 Q3	$300K	Buy	+3,988	New	+$291K	0.03%	272
2020 Q2	–	Sell	-848	Closed	-$43K	–	873
2020 Q1	$43K	Buy	848 +92	+12%	+$5.33K	0.01%	538
2019 Q4	$44K	Buy	756 +76	+11%	+$4.13K	0.01%	577
2019 Q3	$35K	Hold	680	–	–	0.01%	612
2019 Q2	$34K	Buy	+680	New	+$33.2K	0.01%	594

Other funds holding IYW

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealthcare Advisory Partners's IYW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares US Technology ETF (IYW) stake by 39% in Q2 2026, selling an estimated $600K and leaving 4,135 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #506.

Wealthcare Advisory Partners first reported a position in IYW in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.39M in Q4 2025. 392 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Wealthcare Advisory Partners held 4,135 shares of iShares US Technology ETF worth $1.04M as of Q2 2026.
Wealthcare Advisory Partners sold 2,613 iShares US Technology ETF shares in Q2 2026, an estimated $600K.
iShares US Technology ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #506 holding.
Wealthcare Advisory Partners first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 28 quarters since.
Wealthcare Advisory Partners's iShares US Technology ETF position peaked at $1.39M in Q4 2025.
392 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.