Widmann Financial Services’s iShares US Technology ETF IYW Stock Holding History

Widmann Financial Services’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	$454K	Hold	1,800	–	–	0.24%	83
2026 Q1	$327K	Hold	1,800	–	–	0.19%	94
2025 Q4	$359K	Sell	1,800 -200	-10%	-$40K	0.22%	81
2025 Q3	$392K	Hold	2,000	–	–	0.25%	78
2025 Q2	$347K	Hold	2,000	–	–	0.24%	77
2025 Q1	$281K	Sell	2,000 -26	-1%	-$4.05K	0.22%	83
2024 Q4	$323K	Hold	2,026	–	–	0.25%	75
2024 Q3	$307K	Hold	2,026	–	–	0.23%	75
2024 Q2	$305K	Hold	2,026	–	–	0.25%	75
2024 Q1	$274K	Buy	2,026 +26	+1%	+$3.38K	0.23%	79
2023 Q4	$246K	Hold	2,000	–	–	0.22%	78
2023 Q3	$210K	Hold	2,000	–	–	0.21%	79
2023 Q2	$218K	Buy	+2,000	New	+$196K	0.21%	76
2022 Q2	–	Sell	-2,000	Closed	-$206K	–	87
2022 Q1	$206K	Hold	2,000	–	–	0.18%	81
2021 Q4	$229K	Buy	+2,000	New	+$222K	0.19%	80

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Widmann Financial Services's IYW Position: Q2 2026 in Review

Widmann Financial Services held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,800 shares worth $454K. The position accounts for 0.24% of the portfolio, ranked #83.

Widmann Financial Services first reported a position in IYW in Q4 2021 and has held it in 15 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Widmann Financial Services held 1,800 shares of iShares US Technology ETF worth $454K as of Q2 2026.
Widmann Financial Services left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.24% of Widmann Financial Services's portfolio in Q2 2026, its #83 holding.
Widmann Financial Services first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 15 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.