Willner & Heller’s iShares US Technology ETF IYW Stock Holding History

Willner & Heller’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	$1.61M	Sell	6,372 -118	-2%	-$27.1K	1.01%	23
2026 Q1	$1.18M	Sell	6,490 -123	-2%	-$23.8K	0.88%	29
2025 Q4	$1.32M	Buy	6,613 +2	+0%	+$400	0.95%	25
2025 Q3	$1.29M	Buy	6,611 +2	+0%	+$366	0.99%	24
2025 Q2	$1.15M	Buy	6,609 +3	+0%	+$455	0.96%	27
2025 Q1	$928K	Buy	6,606 +4	+0.1%	+$623	0.86%	30
2024 Q4	$1.05M	Buy	6,602 +3	+0%	+$475	0.92%	26
2024 Q3	$1M	Buy	6,599 +4	+0.1%	+$588	0.89%	31
2024 Q2	$992K	Buy	6,595 +4	+0.1%	+$553	0.95%	29
2024 Q1	$890K	Buy	6,591 +4	+0.1%	+$521	0.89%	33
2023 Q4	$809K	Buy	+6,587	New	+$746K	0.9%	32
2022 Q4	$489K	Buy	6,567 +13	+0.2%	+$995	0.69%	49
2022 Q3	$481K	Buy	6,554 +10	+0.2%	+$848	0.78%	48
2022 Q2	$523K	Buy	6,544 +9	+0.1%	+$797	0.81%	44
2022 Q1	$750K	Buy	6,535 +7	+0.1%	+$715	0.92%	34
2021 Q4	$661K	Buy	+6,528	New	+$725K	0.88%	36

Other funds holding IYW

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

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

FCFC

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

MFG

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

FTS

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

PFA

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

FFA

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Willner & Heller's IYW Position: Q2 2026 in Review

Willner & Heller reduced its iShares US Technology ETF (IYW) stake by 1.8% in Q2 2026, selling an estimated $27.1K and leaving 6,372 shares worth $1.61M. The position accounts for 1.01% of the portfolio, ranked #23.

Willner & Heller first reported a position in IYW in Q4 2021 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Willner & Heller held 6,372 shares of iShares US Technology ETF worth $1.61M as of Q2 2026.
Willner & Heller sold 118 iShares US Technology ETF shares in Q2 2026, an estimated $27.1K.
iShares US Technology ETF made up 1.01% of Willner & Heller's portfolio in Q2 2026, its #23 holding.
Willner & Heller first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 16 quarters since.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.