Gradient Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Gradient Capital 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	$444K	Hold	1,760	–	–	0.1%	119
2026 Q1	$319K	Hold	1,760	–	–	0.08%	131
2025 Q4	$351K	Hold	1,760	–	–	0.09%	125
2025 Q3	$345K	Hold	1,760	–	–	0.09%	122
2025 Q2	$305K	Hold	1,760	–	–	0.09%	129
2025 Q1	$247K	Hold	1,760	–	–	0.08%	138
2024 Q4	$281K	Hold	1,760	–	–	0.09%	127
2024 Q3	$267K	Hold	1,760	–	–	0.09%	130
2024 Q2	$265K	Hold	1,760	–	–	0.09%	128
2024 Q1	$238K	Hold	1,760	–	–	0.09%	133
2023 Q4	$216K	Buy	+1,760	New	+$199K	0.08%	136
2022 Q1	–	Sell	-1,760	Closed	-$202K	–	129
2021 Q4	$202K	Buy	+1,760	New	+$195K	0.08%	119

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

Gradient Capital Advisors's IYW Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,760 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #119.

Gradient Capital Advisors first reported a position in IYW in Q4 2021 and has held it in 12 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Gradient Capital Advisors held 1,760 shares of iShares US Technology ETF worth $444K as of Q2 2026.
Gradient Capital Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #119 holding.
Gradient Capital Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 12 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.