CVA Family Office’s iShares US Technology ETF IYW Stock Holding History

CVA Family Office’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	$665K	Hold	2,635	–	–	0.06%	171
2026 Q1	$478K	Buy	2,635 +711	+37%	+$137K	0.05%	188
2025 Q4	$384K	Sell	1,924 -3	-0.2%	-$600	0.04%	203
2025 Q3	$377K	Buy	1,927 +12	+0.6%	+$2.19K	0.05%	203
2025 Q2	$332K	Hold	1,915	–	–	0.05%	217
2025 Q1	$269K	Sell	1,915 -612	-24%	-$95.3K	0.04%	233
2024 Q4	$403K	Sell	2,527 -500	-17%	-$79.1K	0.06%	183
2024 Q3	$459K	Hold	3,027	–	–	0.07%	159
2024 Q2	$456K	Sell	3,027 -200	-6%	-$27.6K	0.08%	145
2024 Q1	$436K	Hold	3,227	–	–	0.08%	160
2023 Q4	$396K	Hold	3,227	–	–	0.08%	154
2023 Q3	$339K	Hold	3,227	–	–	0.08%	156
2023 Q2	$351K	Hold	3,227	–	–	0.07%	157
2023 Q1	$299K	Buy	3,227 +627	+24%	+$52.6K	0.07%	166
2022 Q4	$194K	Buy	+2,600	New	+$199K	0.05%	211

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 22.96% 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

CVA Family Office's IYW Position: Q2 2026 in Review

CVA Family Office held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,635 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #171.

CVA Family Office first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

CVA Family Office held 2,635 shares of iShares US Technology ETF worth $665K as of Q2 2026.
CVA Family Office left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.06% of CVA Family Office's portfolio in Q2 2026, its #171 holding.
CVA Family Office first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.