WealthGarden F.S.’s iShares US Technology ETF IYW Stock Holding History

WealthGarden F.S.’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	$580K	Sell	2,298 -13	-0.6%	-$2.99K	0.33%	87
2026 Q1	$419K	Sell	2,311 -56	-2%	-$10.8K	0.29%	101
2025 Q4	$476K	Buy	2,367 +47	+2%	+$9.4K	0.31%	92
2025 Q3	$463K	Sell	2,320 -4,886	-68%	-$894K	0.33%	93
2025 Q2	$1.31M	Sell	7,206 -1,195	-14%	-$181K	1.08%	27
2025 Q1	$1.18M	Sell	8,401 -1,155	-12%	-$180K	1.13%	22
2024 Q4	$1.52M	Sell	9,556 -186	-2%	-$29.4K	1.43%	18
2024 Q3	$1.48M	Sell	9,742 -998	-9%	-$147K	1.44%	19
2024 Q2	$1.62M	Buy	+10,740	New	+$1.48M	1.7%	15

Other funds holding IYW

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

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WealthGarden F.S.'s IYW Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares US Technology ETF (IYW) stake by 0.56% in Q2 2026, selling an estimated $2.99K and leaving 2,298 shares worth $580K. The position accounts for 0.33% of the portfolio, ranked #87.

WealthGarden F.S. first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q2 2024. 637 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WealthGarden F.S. held 2,298 shares of iShares US Technology ETF worth $580K as of Q2 2026.
WealthGarden F.S. sold 13 iShares US Technology ETF shares in Q2 2026, an estimated $2.99K.
iShares US Technology ETF made up 0.33% of WealthGarden F.S.'s portfolio in Q2 2026, its #87 holding.
WealthGarden F.S. first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares US Technology ETF position peaked at $1.62M in Q2 2024.
637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.