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Great Valley Advisor Group’s iShares US Technology ETF IYW Stock Holding History

Great Valley Advisor 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
Q2 		$975K Sell
3,865
-47
-1% -$10.8K 0.02% 552
2026
Q1 		$710K Buy
3,912
+172
+5% +$33.2K 0.01% 583
2025
Q4 		$747K Sell
3,740
-784
-17% -$157K 0.01% 537
2025
Q3 		$887K Sell
4,524
-1,451
-24% -$265K 0.02% 495
2025
Q2 		$1.04M Buy
5,975
+1,297
+28% +$197K 0.02% 454
2025
Q1 		$657K Buy
4,678
+843
+22% +$131K 0.01% 527
2024
Q4 		$612K Sell
3,835
-128
-3% -$20.3K 0.01% 540
2024
Q3 		$600K Buy
3,963
+73
+2% +$10.7K 0.01% 519
2024
Q2 		$586K Sell
3,890
-266
-6% -$36.8K 0.02% 500
2024
Q1 		$561K Buy
4,156
+98
+2% +$12.8K 0.02% 469
2023
Q4 		$499K Sell
4,058
-1,279
-24% -$145K 0.02% 461
2023
Q3 		$560K Sell
5,337
-6
-0.1% -$652 0.02% 411
2023
Q2 		$582K Sell
5,343
-204
-4% -$20K 0.02% 412
2023
Q1 		$515K Sell
5,547
-35,159
-86% -$2.95M 0.02% 431
2022
Q4 		$3.03M Sell
40,706
-7,924
-16% -$606K 0.15% 158
2022
Q3 		$3.57M Hold
48,630
– – 0.2% 128
2022
Q2 		$3.89M Buy
48,630
+1,037
+2% +$91.8K 0.21% 123
2022
Q1 		$5.42M Hold
47,593
– – 0.32% 86
2021
Q4 		$4.87M Hold
47,593
– – 0.3% 88
2021
Q3 		$4.82M Buy
47,593
+820
+2% +$85.6K 0.33% 75
2021
Q2 		$4.14M Buy
46,773
+1,940
+4% +$181K 0.31% 83
2021
Q1 		$3.93M Sell
44,833
-4,452
-9% -$390K 0.38% 53
2020
Q4 		$4.19M Sell
49,285
-895
-2% -$71.5K 0.43% 51
2020
Q3 		$3.78M Buy
50,180
+68
+0.1% +$4.97K 0.46% 52
2020
Q2 		$3.38M Sell
50,112
-7,300
-13% -$441K 0.55% 48
2020
Q1 		$2.93M Buy
57,412
+2,140
+4% +$124K 0.78% 32
2019
Q4 		$3.21M Sell
55,272
-9,000
-14% -$490K 0.72% 33
2019
Q3 		$3.28M Sell
64,272
-5,944
-8% -$302K 0.79% 28
2019
Q2 		$3.47M Buy
+70,216
New +$3.43M 0.87% 21

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Great Valley Advisor Group's IYW Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares US Technology ETF (IYW) stake by 1.2% in Q2 2026, selling an estimated $10.8K and leaving 3,865 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #552.

Great Valley Advisor Group first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.42M in Q1 2022. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Great Valley Advisor Group held 3,865 shares of iShares US Technology ETF worth $975K as of Q2 2026.
  • Great Valley Advisor Group sold 47 iShares US Technology ETF shares in Q2 2026, an estimated $10.8K.
  • iShares US Technology ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #552 holding.
  • Great Valley Advisor Group first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's iShares US Technology ETF position peaked at $5.42M in Q1 2022.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.