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 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

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

Yardley Wealth Management's IYW Position: Q2 2026 in Review

Yardley Wealth Management reduced its iShares US Technology ETF (IYW) stake by 20% in Q2 2026, selling an estimated $109K and leaving 1,872 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #27.

Yardley Wealth Management first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2024. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Yardley Wealth Management held 1,872 shares of iShares US Technology ETF worth $472K as of Q2 2026.
Yardley Wealth Management sold 475 iShares US Technology ETF shares in Q2 2026, an estimated $109K.
iShares US Technology ETF made up 0.21% of Yardley Wealth Management's portfolio in Q2 2026, its #27 holding.
Yardley Wealth Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares US Technology ETF position peaked at $1.75M in Q4 2024.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.