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 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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 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

XY Planning Network's IYW Position: Q2 2026 in Review

XY Planning Network increased its iShares US Technology ETF (IYW) stake by 70% in Q2 2026, buying an estimated $232K and bringing the position to 2,446 shares worth $617K. The position accounts for 0.08% of the portfolio, ranked #185.

XY Planning Network first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

XY Planning Network held 2,446 shares of iShares US Technology ETF worth $617K as of Q2 2026.
XY Planning Network bought 1,009 iShares US Technology ETF shares in Q2 2026, an estimated $232K.
iShares US Technology ETF made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #185 holding.
XY Planning Network first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.