Y-Intercept (HK)’s iShares US Technology ETF IYW Stock Holding History

Y-Intercept (HK)’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	$254K	Buy	+1,007	New	+$231K	0.01%	1511
2025 Q2	–	Sell	-4,238	Closed	-$595K	–	1830
2025 Q1	$595K	Buy	+4,238	New	+$660K	0.04%	623
2024 Q1	–	Sell	-5,566	Closed	-$683K	–	1569
2023 Q4	$683K	Buy	5,566 +2,995	+116%	+$339K	0.06%	462
2023 Q3	$270K	Buy	+2,571	New	+$280K	0.03%	804
2022 Q4	–	Sell	-6,268	Closed	-$460K	–	1175
2022 Q3	$460K	Buy	6,268 +2,817	+82%	+$239K	0.05%	566
2022 Q2	$276K	Buy	+3,451	New	+$305K	0.04%	606
2021 Q4	–	Sell	-2,672	Closed	-$271K	–	727
2021 Q3	$271K	Buy	+2,672	New	+$279K	0.05%	494

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

Y-Intercept (HK)'s IYW Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,007 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IYW as recently as Q1 2025.

Y-Intercept (HK) first reported a position in IYW in Q3 2021 and has held it in 7 quarters since. The position peaked at $683K in Q4 2023. 390 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Y-Intercept (HK) held 1,007 shares of iShares US Technology ETF worth $254K as of Q2 2026.
iShares US Technology ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares US Technology ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1511 holding.
Y-Intercept (HK) first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 7 quarters since.
Y-Intercept (HK)'s iShares US Technology ETF position peaked at $683K in Q4 2023.
390 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.