Central Valley Advisors’s iShares US Technology ETF IYW Stock Holding History

Central Valley 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 Q1	–	Sell	-1,634	Closed	-$326K	–	190
2025 Q4	$326K	Hold	1,634	–	–	0.1%	118
2025 Q3	$320K	Hold	1,634	–	–	0.1%	121
2025 Q2	$283K	Hold	1,634	–	–	0.1%	117
2025 Q1	$229K	Hold	1,634	–	–	0.09%	115
2024 Q4	$261K	Hold	1,634	–	–	0.12%	121
2024 Q3	$248K	Buy	+1,634	New	+$240K	0.14%	115
2024 Q2	–	Sell	-1,786	Closed	-$241K	–	165
2024 Q1	$241K	Buy	+1,786	New	+$232K	0.12%	129

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Central Valley Advisors's IYW Position: Q1 2026 in Review

Central Valley Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,634 shares — an estimated $326K sold.

Central Valley Advisors first reported a position in IYW in Q1 2024 and held it in 7 quarters. The position peaked at $326K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Central Valley Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Central Valley Advisors sold 1,634 iShares US Technology ETF shares in Q1 2026, an estimated $326K.
Central Valley Advisors first reported a position in iShares US Technology ETF in Q1 2024 and held it in 7 quarters.
Central Valley Advisors's iShares US Technology ETF position peaked at $326K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Central Valley Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.