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YHB Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

YHB Investment Advisors’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 		$376K Hold
1,418
– – 0.02% 248
2026
Q2 		$358K Hold
1,418
– – 0.02% 250
2026
Q1 		$257K Buy
+1,418
New +$274K 0.02% 276

Other funds holding IYW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

YHB Investment Advisors's IYW Position: Q3 2026 in Review

YHB Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,418 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #248.

YHB Investment Advisors first reported a position in IYW in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • YHB Investment Advisors held 1,418 shares of iShares US Technology ETF worth $376K as of Q3 2026.
  • YHB Investment Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #248 holding.
  • YHB Investment Advisors first reported a position in iShares US Technology ETF in Q1 2026 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.