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ADKINS SEALE CAPITAL MANAGEMENT LLC’s iShares US Technology ETF IYW Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$367K Hold
1,455
– – 0.33% 61
2026
Q1 		$264K Hold
1,455
– – 0.26% 72
2025
Q4 		$291K Buy
+1,455
New +$291K 0.29% 64

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
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

ADKINS SEALE CAPITAL MANAGEMENT LLC's IYW Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,455 shares worth $367K. The position accounts for 0.33% of the portfolio, ranked #61.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 1,455 shares of iShares US Technology ETF worth $367K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.33% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #61 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.