Websterrogers Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Websterrogers Financial Advisors’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	$252K	Buy	+1,000	New	+$230K	0.06%	85

Other funds holding IYW

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

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

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Websterrogers Financial Advisors's IYW Position: Q2 2026 in Review

Websterrogers Financial Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,000 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings.

259 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Websterrogers Financial Advisors held 1,000 shares of iShares US Technology ETF worth $252K as of Q2 2026.
iShares US Technology ETF was a new Websterrogers Financial Advisors position in Q2 2026.
iShares US Technology ETF made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #85 holding.
259 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.