Yardley Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Yardley Wealth Management’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	$496K	Hold	1,872	–	–	0.22%	29
2026 Q2	$472K	Sell	1,872 -475	-20%	-$109K	0.21%	27
2026 Q1	$426K	Sell	2,347 -248	-10%	-$47.9K	0.22%	27
2025 Q4	$518K	Sell	2,595 -128	-5%	-$25.6K	0.28%	25
2025 Q3	$533K	Hold	2,723	–	–	0.3%	25
2025 Q2	$472K	Sell	2,723 -94	-3%	-$14.2K	0.26%	27
2025 Q1	$396K	Sell	2,817 -8,451	-75%	-$1.32M	0.23%	29
2024 Q4	$1.75M	Buy	11,268 +8,451	+300%	+$1.34M	0.85%	19
2024 Q3	$427K	Buy	+2,817	New	+$414K	0.25%	30

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yardley Wealth Management's IYW Position: Q3 2026 in Review

Yardley Wealth Management held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,872 shares worth $496K. The position accounts for 0.22% of the portfolio, ranked #29.

Yardley Wealth Management first reported a position in IYW in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.75M in Q4 2024. 909 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Yardley Wealth Management held 1,872 shares of iShares US Technology ETF worth $496K as of Q3 2026.
Yardley Wealth Management left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.22% of Yardley Wealth Management's portfolio in Q3 2026, its #29 holding.
Yardley Wealth Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's iShares US Technology ETF position peaked at $1.75M in Q4 2024.
909 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.