Graves Light Lenhart Wealth’s iShares US Technology ETF IYW Stock Holding History

Graves Light Lenhart Wealth’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	$1.68M	Hold	6,348	–	–	0.16%	67
2026 Q2	$1.6M	Hold	6,348	–	–	0.15%	70
2026 Q1	$1.15M	Hold	6,348	–	–	0.12%	75
2025 Q4	$1.27M	Sell	6,348 -400	-6%	-$80K	0.13%	75
2025 Q3	$1.32M	Hold	6,748	–	–	0.15%	74
2025 Q2	$1.17M	Sell	6,748 -2,144	-24%	-$325K	0.14%	78
2025 Q1	$1.25M	Hold	8,892	–	–	0.15%	73
2024 Q4	$1.42M	Sell	8,892 -1,761	-17%	-$279K	0.18%	68
2024 Q3	$1.62M	Sell	10,653 -292	-3%	-$42.9K	0.2%	67
2024 Q2	$1.66M	Sell	10,945 -507	-4%	-$70.1K	0.19%	68
2024 Q1	$1.55M	Sell	11,452 -232	-2%	-$30.2K	0.18%	70
2023 Q4	$1.43M	Hold	11,684	–	–	0.18%	71
2023 Q3	$1.26M	Sell	11,684 -46	-0.4%	-$5K	0.17%	74
2023 Q2	$1.28M	Sell	11,730 -739	-6%	-$72.6K	0.17%	80
2023 Q1	$1.16M	Sell	12,469 -262	-2%	-$22K	0.18%	75
2022 Q4	$948K	Hold	12,731	–	–	0.15%	85
2022 Q3	$934K	Hold	12,731	–	–	0.16%	82
2022 Q2	$1.02M	Hold	12,731	–	–	0.16%	79
2022 Q1	$1.31M	Hold	12,731	–	–	0.18%	73
2021 Q4	$1.46M	Hold	12,731	–	–	0.21%	70
2021 Q3	$1.29M	Hold	12,731	–	–	0.2%	65
2021 Q2	$1.26M	Sell	12,731 -109	-0.8%	-$10.2K	0.2%	64
2021 Q1	$1.13M	Hold	12,840	–	–	0.19%	68
2020 Q4	$1.09M	Sell	12,840 -868	-6%	-$69.4K	0.2%	67
2020 Q3	$1.03M	Hold	13,708	–	–	0.23%	66
2020 Q2	$925K	Sell	13,708 -24	-0.2%	-$1.45K	0.22%	68
2020 Q1	$702K	Hold	13,732	–	–	0.19%	74
2019 Q4	$799K	Hold	13,732	–	–	0.17%	76
2019 Q3	$728K	Buy	13,732 +1,200	+10%	+$61K	0.16%	83
2019 Q2	$620K	Hold	12,532	–	–	0.15%	85
2019 Q1	$597K	Hold	12,532	–	–	0.15%	79
2018 Q4	$501K	Buy	+12,532	New	+$543K	0.15%	84

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

Graves Light Lenhart Wealth's IYW Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 6,348 shares worth $1.68M. The position accounts for 0.16% of the portfolio, ranked #67.

Graves Light Lenhart Wealth first reported a position in IYW in Q4 2018 and has held it in 32 quarters since. 55 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Graves Light Lenhart Wealth held 6,348 shares of iShares US Technology ETF worth $1.68M as of Q3 2026.
Graves Light Lenhart Wealth left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.16% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #67 holding.
Graves Light Lenhart Wealth first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 32 quarters since.
55 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.