GHP Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

GHP Investment 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	$84.5K	Hold	335	–	–	﹤0.01%	492
2026 Q1	$60.8K	Hold	335	–	–	﹤0.01%	521
2025 Q4	$66.9K	Hold	335	–	–	﹤0.01%	490
2025 Q3	$65.6K	Hold	335	–	–	﹤0.01%	488
2025 Q2	$58K	Hold	335	–	–	﹤0.01%	504
2025 Q1	$47K	Hold	335	–	–	﹤0.01%	509
2024 Q4	$53.4K	Hold	335	–	–	﹤0.01%	499
2024 Q3	$50.8K	Hold	335	–	–	﹤0.01%	511
2024 Q2	$50.4K	Hold	335	–	–	﹤0.01%	503
2024 Q1	$45.2K	Hold	335	–	–	﹤0.01%	506
2023 Q4	$41.1K	Hold	335	–	–	﹤0.01%	507
2023 Q3	$36.2K	Hold	335	–	–	﹤0.01%	532
2023 Q2	$35.5K	Hold	335	–	–	﹤0.01%	529
2023 Q1	$31.1K	Hold	335	–	–	﹤0.01%	546
2022 Q4	$25K	Hold	335	–	–	﹤0.01%	559
2022 Q3	$25K	Hold	335	–	–	﹤0.01%	551
2022 Q2	$27K	Sell	335 -65	-16%	-$5.75K	﹤0.01%	541
2022 Q1	$41K	Buy	+400	New	+$40.8K	﹤0.01%	528

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

GHP Investment Advisors's IYW Position: Q2 2026 in Review

GHP Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 335 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

GHP Investment Advisors first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

GHP Investment Advisors held 335 shares of iShares US Technology ETF worth $84.5K as of Q2 2026.
GHP Investment Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #492 holding.
GHP Investment Advisors first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.