WealthPlan Investment Management’s iShares US Technology ETF IYW Stock Holding History

WealthPlan Investment Management’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	$1.34M	Sell	5,302 -522	-9%	-$120K	0.07%	202
2026 Q1	$1.06M	Sell	5,824 -559	-9%	-$108K	0.06%	211
2025 Q4	$1.27M	Sell	6,383 -132	-2%	-$26.4K	0.08%	181
2025 Q3	$1.28M	Sell	6,515 -11,598	-64%	-$2.12M	0.08%	164
2025 Q2	$3.14M	Buy	+18,113	New	+$2.75M	0.23%	100
2023 Q1	–	Sell	-7,393	Closed	-$642K	–	511
2022 Q4	$642K	Buy	7,393 +58	+0.8%	+$4.44K	0.04%	221
2022 Q3	$567K	Buy	+7,335	New	+$622K	0.04%	229
2022 Q1	$377K	Buy	+4,207	New	+$430K	0.03%	283

Other funds holding IYW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

WealthPlan Investment Management's IYW Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares US Technology ETF (IYW) stake by 9% in Q2 2026, selling an estimated $120K and leaving 5,302 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #202.

WealthPlan Investment Management first reported a position in IYW in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.14M in Q2 2025. 534 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WealthPlan Investment Management held 5,302 shares of iShares US Technology ETF worth $1.34M as of Q2 2026.
WealthPlan Investment Management sold 522 iShares US Technology ETF shares in Q2 2026, an estimated $120K.
iShares US Technology ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #202 holding.
WealthPlan Investment Management first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 8 quarters since.
WealthPlan Investment Management's iShares US Technology ETF position peaked at $3.14M in Q2 2025.
534 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.