Galvin Gaustad & Stein’s iShares US Technology ETF IYW Stock Holding History

Galvin Gaustad & Stein’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	-1,050	Closed	-$210K	–	263
2025 Q4	$210K	Hold	1,050	–	–	0.02%	245
2025 Q3	$206K	Buy	+1,050	New	+$192K	0.02%	203
2022 Q1	–	Sell	-2,000	Closed	-$230K	–	179
2021 Q4	$230K	Sell	2,000 -180	-8%	-$20K	0.02%	165
2021 Q3	$221K	Hold	2,180	–	–	0.02%	171
2021 Q2	$217K	Sell	2,180 -100	-4%	-$9.33K	0.02%	184
2021 Q1	$200K	Buy	+2,280	New	+$200K	0.02%	186

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

Galvin Gaustad & Stein's IYW Position: Q1 2026 in Review

Galvin Gaustad & Stein sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,050 shares — an estimated $210K sold.

Galvin Gaustad & Stein first reported a position in IYW in Q1 2021 and held it in 6 quarters. The position peaked at $230K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Galvin Gaustad & Stein reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,050 iShares US Technology ETF shares in Q1 2026, an estimated $210K.
Galvin Gaustad & Stein first reported a position in iShares US Technology ETF in Q1 2021 and held it in 6 quarters.
Galvin Gaustad & Stein's iShares US Technology ETF position peaked at $230K in Q4 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.