Grimes & Company’s iShares US Technology ETF IYW Stock Holding History

Grimes & Company’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	$886K	Buy	3,512 +133	+4%	+$30.5K	0.02%	265
2026 Q1	$613K	Sell	3,379 -748	-18%	-$145K	0.02%	286
2025 Q4	$824K	Sell	4,127 -411	-9%	-$82.2K	0.02%	262
2025 Q3	$889K	Sell	4,538 -735	-14%	-$134K	0.02%	242
2025 Q2	$914K	Buy	+5,273	New	+$799K	0.02%	217
2023 Q2	–	Sell	-5,477	Closed	-$508K	–	320
2023 Q1	$508K	Sell	5,477 -60,383	-92%	-$5.07M	0.02%	201
2022 Q4	$4.91M	Buy	65,860 +61,156	+1,300%	+$4.68M	0.21%	89
2022 Q3	$345K	Sell	4,704 -148	-3%	-$12.6K	0.02%	207
2022 Q2	$388K	Sell	4,852 -626	-11%	-$55.4K	0.02%	204
2022 Q1	$564K	Sell	5,478 -50,520	-90%	-$5.16M	0.03%	191
2021 Q4	$6.43M	Sell	55,998 -111,543	-67%	-$12.4M	0.29%	77
2021 Q3	$17M	Sell	167,541 -5,284	-3%	-$551K	0.74%	31
2021 Q2	$17.2M	Sell	172,825 -4,606	-3%	-$430K	0.75%	30
2021 Q1	$15.6M	Sell	177,431 -9,432	-5%	-$826K	0.75%	31
2020 Q4	$15.9M	Sell	186,863 -12,073	-6%	-$965K	0.83%	27
2020 Q3	$15M	Sell	198,936 -12,024	-6%	-$878K	0.96%	23
2020 Q2	$14.2M	Sell	210,960 -86,376	-29%	-$5.21M	0.99%	25
2020 Q1	$15.2M	Sell	297,336 -19,288	-6%	-$1.12M	1.39%	12
2019 Q4	$18.4M	Sell	316,624 -13,096	-4%	-$712K	1.21%	22
2019 Q3	$16.8M	Sell	329,720 -29,112	-8%	-$1.48M	1.2%	19
2019 Q2	$17.8M	Buy	358,832 +15,936	+5%	+$779K	1.35%	16
2019 Q1	$16.3M	Buy	342,896 +297,796	+660%	+$13.2M	1.28%	21
2018 Q4	$1.8M	Sell	45,100 -245,280	-84%	-$10.6M	0.18%	84
2018 Q3	$14.1M	Buy	290,380 +35,628	+14%	+$1.68M	1.13%	19
2018 Q2	$11.4M	Sell	254,752 -239,912	-48%	-$10.6M	1%	22
2018 Q1	$20.8M	Buy	494,664 +33,404	+7%	+$1.44M	2.02%	13
2017 Q4	$18.8M	Buy	461,260 +18,008	+4%	+$722K	1.81%	15
2017 Q3	$16.6M	Buy	443,252 +30,092	+7%	+$1.1M	1.77%	13
2017 Q2	$14.4M	Buy	413,160 +36,348	+10%	+$1.27M	1.61%	14
2017 Q1	$12.7M	Buy	376,812 +66,128	+21%	+$2.15M	1.39%	15
2016 Q4	$9.34M	Buy	310,684 +28,440	+10%	+$848K	1.08%	18
2016 Q3	$8.4M	Buy	+282,244	New	+$8.09M	1.12%	17

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Grimes & Company's IYW Position: Q2 2026 in Review

Grimes & Company increased its iShares US Technology ETF (IYW) stake by 3.9% in Q2 2026, buying an estimated $30.5K and bringing the position to 3,512 shares worth $886K. The position accounts for 0.02% of the portfolio, ranked #265.

Grimes & Company first reported a position in IYW in Q3 2016 and has held it in 32 quarters since. The position peaked at $20.8M in Q1 2018. 310 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Grimes & Company held 3,512 shares of iShares US Technology ETF worth $886K as of Q2 2026.
Grimes & Company bought 133 iShares US Technology ETF shares in Q2 2026, an estimated $30.5K.
iShares US Technology ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #265 holding.
Grimes & Company first reported a position in iShares US Technology ETF in Q3 2016 and has held it in 32 quarters since.
Grimes & Company's iShares US Technology ETF position peaked at $20.8M in Q1 2018.
310 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.