GM Advisory Group’s iShares US Technology ETF IYW Stock Holding History

GM Advisory Group’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	$270K	Hold	1,488	–	–	0.01%	318
2025 Q4	$297K	Hold	1,488	–	–	0.01%	281
2025 Q3	$291K	Hold	1,488	–	–	0.01%	261
2025 Q2	$258K	Hold	1,488	–	–	0.01%	257
2025 Q1	$209K	Hold	1,488	–	–	0.01%	250
2024 Q4	$237K	Hold	1,488	–	–	0.01%	233
2024 Q3	$226K	Hold	1,488	–	–	0.01%	227
2024 Q2	$224K	Hold	1,488	–	–	0.01%	211
2024 Q1	$201K	Buy	+1,488	New	+$194K	0.01%	217

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

GM Advisory Group's IYW Position: Q1 2026 in Review

GM Advisory Group held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,488 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #318.

GM Advisory Group first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $297K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

GM Advisory Group held 1,488 shares of iShares US Technology ETF worth $270K as of Q1 2026.
GM Advisory Group left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #318 holding.
GM Advisory Group first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
GM Advisory Group's iShares US Technology ETF position peaked at $297K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.