Crescent Grove Advisors’s iShares US Technology ETF IYW Stock Holding History

Crescent Grove 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 Q2	$573K	Hold	2,272	–	–	0.05%	171
2026 Q1	$412K	Hold	2,272	–	–	0.04%	196
2025 Q4	$454K	Hold	2,272	–	–	0.04%	191
2025 Q3	$445K	Sell	2,272 -545	-19%	-$99.7K	0.04%	181
2025 Q2	$488K	Hold	2,817	–	–	0.05%	163
2025 Q1	$396K	Hold	2,817	–	–	0.04%	176
2024 Q4	$449K	Hold	2,817	–	–	0.04%	172
2024 Q3	$427K	Sell	2,817 -345	-11%	-$50.7K	0.04%	179
2024 Q2	$476K	Buy	3,162 +163	+5%	+$22.5K	0.05%	168
2024 Q1	$405K	Hold	2,999	–	–	0.04%	202
2023 Q4	$368K	Buy	+2,999	New	+$340K	0.04%	207

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Crescent Grove Advisors's IYW Position: Q2 2026 in Review

Crescent Grove Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,272 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #171.

Crescent Grove Advisors first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Crescent Grove Advisors held 2,272 shares of iShares US Technology ETF worth $573K as of Q2 2026.
Crescent Grove Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Crescent Grove Advisors's portfolio in Q2 2026, its #171 holding.
Crescent Grove Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.