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 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

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

Graves Light Lenhart Wealth's IYW Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 6,348 shares worth $1.6M. The position accounts for 0.15% of the portfolio, ranked #70.

Graves Light Lenhart Wealth first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.66M in Q2 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Graves Light Lenhart Wealth held 6,348 shares of iShares US Technology ETF worth $1.6M as of Q2 2026.
Graves Light Lenhart Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.15% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #70 holding.
Graves Light Lenhart Wealth first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares US Technology ETF position peaked at $1.66M in Q2 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.