XY Planning Network
IYW icon

XY Planning Network’s iShares US Technology ETF IYW Stock Holding History

XY Planning Network’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 		$723K Buy
2,728
+282
+12% +$70.4K 0.08% 198
2026
Q2 		$617K Buy
2,446
+1,009
+70% +$232K 0.08% 185
2026
Q1 		$265K Sell
1,437
-497
-26% -$96K 0.04% 247
2025
Q4 		$386K Buy
1,934
+614
+47% +$123K 0.07% 188
2025
Q3 		$229K Hold
1,320
– – 0.08% 162
2025
Q2 		$229K Buy
+1,320
New +$200K 0.08% 162

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

XY Planning Network's IYW Position: Q3 2026 in Review

XY Planning Network increased its iShares US Technology ETF (IYW) stake by 12% in Q3 2026, buying an estimated $70.4K and bringing the position to 2,728 shares worth $723K. The position accounts for 0.08% of the portfolio, ranked #198.

XY Planning Network first reported a position in IYW in Q2 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • XY Planning Network held 2,728 shares of iShares US Technology ETF worth $723K as of Q3 2026.
  • XY Planning Network bought 282 iShares US Technology ETF shares in Q3 2026, an estimated $70.4K.
  • iShares US Technology ETF made up 0.08% of XY Planning Network's portfolio in Q3 2026, its #198 holding.
  • XY Planning Network first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.