World Equity Group’s iShares US Technology ETF IYW Stock Holding History

World Equity 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 Q2	$854K	Buy	3,386 +117	+4%	+$26.9K	0.19%	113
2026 Q1	$593K	Buy	3,269 +417	+15%	+$80.6K	0.15%	167
2025 Q4	$570K	Buy	+2,852	New	+$570K	0.16%	149
2025 Q3	–	Sell	-2,469	Closed	-$428K	–	363
2025 Q2	$428K	Sell	2,469 -3,131	-56%	-$475K	0.12%	180
2025 Q1	$787K	Sell	5,600 -3,244	-37%	-$505K	0.22%	101
2024 Q4	$1.41M	Buy	8,844 +2,040	+30%	+$323K	0.3%	68
2024 Q3	$1.03M	Buy	6,804 +4,400	+183%	+$647K	0.37%	67
2024 Q2	$362K	Sell	2,404 -12,734	-84%	-$1.76M	0.11%	191
2024 Q1	$2.04M	Buy	15,138 +120	+0.8%	+$15.6K	0.42%	61
2023 Q4	$1.85M	Buy	15,018 +2,832	+23%	+$321K	0.37%	61
2023 Q3	$1.28M	Buy	12,186 +4,138	+51%	+$450K	0.27%	96
2023 Q2	$876K	Sell	8,048 -41,524	-84%	-$4.08M	0.26%	102
2023 Q1	$14.6M	Buy	49,572 +33,094	+201%	+$2.78M	2.18%	4
2022 Q4	$1.23M	Buy	+16,478	New	+$1.26M	0.29%	97

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

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

World Equity Group's IYW Position: Q2 2026 in Review

World Equity Group increased its iShares US Technology ETF (IYW) stake by 3.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,386 shares worth $854K. The position accounts for 0.19% of the portfolio, ranked #113.

World Equity Group first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.6M in Q1 2023. 307 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

World Equity Group held 3,386 shares of iShares US Technology ETF worth $854K as of Q2 2026.
World Equity Group bought 117 iShares US Technology ETF shares in Q2 2026, an estimated $26.9K.
iShares US Technology ETF made up 0.19% of World Equity Group's portfolio in Q2 2026, its #113 holding.
World Equity Group first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
World Equity Group's iShares US Technology ETF position peaked at $14.6M in Q1 2023.
307 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.