World Equity Group
IYW icon

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
Q3 		– Sell
-3,386
Closed -$854K – 325
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's IYW Position: Q3 2026 in Review

World Equity Group sold out of iShares US Technology ETF (IYW) in Q3 2026, closing a stake of 3,386 shares — an estimated $854K sold.

World Equity Group first reported a position in IYW in Q4 2022 and held it in 14 quarters. The position peaked at $14.6M in Q1 2023. 408 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • World Equity Group reported no remaining iShares US Technology ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 3,386 iShares US Technology ETF shares in Q3 2026, an estimated $854K.
  • World Equity Group first reported a position in iShares US Technology ETF in Q4 2022 and held it in 14 quarters.
  • World Equity Group's iShares US Technology ETF position peaked at $14.6M in Q1 2023.
  • 408 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.