Finley Financial, LLC IYW — ISHARES US TECHNOLOGY ETF

Ownership history in Finley Financial, LLC  ·  6 quarters on record

AI Ownership Summary

Finley Financial, LLC reported ISHARES US TECHNOLOGY ETF (IYW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.58% in 2025 Q4. The latest visible filing shows IYW at 5.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IYW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Finley Financial, LLC's position in ISHARES US TECHNOLOGY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IYW was reported at 5.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.58% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IYW stock page Finley Financial, LLC fund profile Finley Financial, LLC full holdings
How Finley Financial, LLC held IYW — position size vs. price
% of Fund (quarterly)    IYW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 61,617 +625 +1.0% 5.23% $11.2M 2026-04-23 $211.56
2025 Q4 ADDED — — — 60,992 +176 +0.3% 5.58% $12.2M 2026-01-21 $197.10
2025 Q3 ADDED — — — 60,816 +1,710 +2.9% 5.51% $11.9M 2025-10-23 $199.85
2025 Q2 ADDED — — — 59,106 +80 +0.1% 5.15% $10.2M 2025-07-09 $176.13
2025 Q1 ADDED — — — 59,026 +1,605 +2.8% 4.70% $8.4M 2025-05-13 $158.43
2024 Q4 INITIATED — — — 57,421 — — 4.79% $9.2M 2025-01-17 $160.97

🏢 Other funds also holding IYW

As of 2026 Q1 — sorted by position size

High Point Wealth Management, LLC 9.13% hemming& Wealth Management, Inc. 8.73% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 8.17% Mendel Capital Management LLC 3Y 7.86% First Citizens Financial Corp 3Y 7.71% Signature Wealth Management Partners, LLC 3Y 5.64% PINKERTON WEALTH, LLC 3Y 7Y 5.16% Runnymede Capital Advisors, Inc. 4.51% Kingsman Wealth Management, Inc. 3.43% CPR Investments Inc. 3Y 3.02%

FAQ About Finley Financial, LLC and IYW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Finley Financial, LLC reported owning IYW?

Finley Financial, LLC reported IYW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IYW position in Finley Financial, LLC's portfolio?

The largest reported portfolio weight for IYW was 5.58% in 2025 Q4.

What is the latest reported IYW position on this page?

The most recent filing on this page is 2026 Q1, when Finley Financial, LLC reported 61,617 shares, equal to 5.23% of portfolio, with an estimated market value of $11.2M.

What does the chart on this IYW ownership page compare?

The chart compares Finley Financial, LLC's quarterly IYW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Finley Financial, LLC time their IYW position?

Based on 13F filing dates vs. subsequent IYW price moves, Finley Financial, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IYW relative to SPY over the holding period was +7.6%.

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