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 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 $1.66T 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

Crescent Grove Advisors's IYW Position: Q1 2026 in Review

Crescent Grove Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,272 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #196.

Crescent Grove Advisors first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $488K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Crescent Grove Advisors held 2,272 shares of iShares US Technology ETF worth $412K as of Q1 2026.
Crescent Grove Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q1 2026, its #196 holding.
Crescent Grove Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Crescent Grove Advisors's iShares US Technology ETF position peaked at $488K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.