Weaver Consulting Group’s iShares US Technology ETF IYW Stock Holding History

Weaver Consulting Group’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	$597K	Hold	2,254	–	–	0.12%	161
2026 Q2	$568K	Hold	2,254	–	–	0.12%	156
2026 Q1	$409K	Sell	2,254 -27	-1%	-$5.22K	0.1%	165
2025 Q4	$455K	Buy	2,281 +12	+0.5%	+$2.4K	0.11%	152
2025 Q3	$444K	Hold	2,269	–	–	0.11%	147
2025 Q2	$393K	Hold	2,269	–	–	0.11%	148
2025 Q1	$319K	Hold	2,269	–	–	0.1%	158
2024 Q4	$362K	Hold	2,269	–	–	0.11%	141
2024 Q3	$344K	Hold	2,269	–	–	0.11%	146
2024 Q2	$341K	Hold	2,269	–	–	0.12%	138
2024 Q1	$306K	Sell	2,269 -24	-1%	-$3.12K	0.11%	151
2023 Q4	$281K	Hold	2,293	–	–	0.11%	151
2023 Q3	$241K	Buy	2,293 +70	+3%	+$7.61K	0.11%	153
2023 Q2	$242K	Buy	+2,223	New	+$218K	0.11%	153
2020 Q4	–	Sell	-880	Closed	-$66K	–	524
2020 Q3	$66K	Hold	880	–	–	0.04%	228
2020 Q2	$59K	Hold	880	–	–	0.03%	241
2020 Q1	$45K	Buy	880 +164	+23%	+$9.5K	0.03%	233
2019 Q4	$37K	Hold	716	–	–	0.02%	276
2019 Q3	$38K	Hold	716	–	–	0.02%	257
2019 Q2	$35K	Hold	716	–	–	0.02%	257
2019 Q1	$35K	Buy	+716	New	+$31.8K	0.01%	564

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

Weaver Consulting Group's IYW Position: Q3 2026 in Review

Weaver Consulting Group held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 2,254 shares worth $597K. The position accounts for 0.12% of the portfolio, ranked #161.

Weaver Consulting Group first reported a position in IYW in Q1 2019 and has held it in 21 quarters since. 428 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Weaver Consulting Group held 2,254 shares of iShares US Technology ETF worth $597K as of Q3 2026.
Weaver Consulting Group left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.12% of Weaver Consulting Group's portfolio in Q3 2026, its #161 holding.
Weaver Consulting Group first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 21 quarters since.
428 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.