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 Q3	$278K	Hold	1,050	–	–	0.02%	231
2026 Q2	$265K	Buy	+1,050	New	+$241K	0.02%	238
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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Galvin Gaustad & Stein's IYW Position: Q3 2026 in Review

Galvin Gaustad & Stein held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,050 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #231.

Galvin Gaustad & Stein first reported a position in IYW in Q1 2021 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Galvin Gaustad & Stein held 1,050 shares of iShares US Technology ETF worth $278K as of Q3 2026.
Galvin Gaustad & Stein left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #231 holding.
Galvin Gaustad & Stein first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 8 quarters since.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.