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Hudson Valley Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Hudson Valley Investment 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 		$1.08M Buy
4,270
+20
+0.5% +$4.59K 0.13% 96
2026
Q1 		$771K Sell
4,250
-120
-3% -$23.2K 0.1% 102
2025
Q4 		$873K Sell
4,370
-70
-2% -$14K 0.1% 103
2025
Q3 		$870K Sell
4,440
-40
-0.9% -$7.32K 0.09% 107
2025
Q2 		$776K Sell
4,480
-15
-0.3% -$2.27K 0.09% 108
2025
Q1 		$631K Sell
4,495
-145
-3% -$22.6K 0.08% 109
2024
Q4 		$740K Hold
4,640
– – 0.08% 106
2024
Q3 		$704K Sell
4,640
-400
-8% -$58.8K 0.08% 109
2024
Q2 		$609K Buy
5,040
+250
+5% +$34.5K 0.08% 119
2024
Q1 		$647K Sell
4,790
-250
-5% -$32.5K 0.08% 115
2023
Q4 		$609K Buy
5,040
+700
+16% +$79.3K 0.08% 119
2023
Q3 		$455K Sell
4,340
-80
-2% -$8.7K 0.06% 137
2023
Q2 		$481K Sell
4,420
-20
-0.5% -$1.96K 0.07% 142
2023
Q1 		$412K Sell
4,440
-275
-6% -$23.1K 0.06% 164
2022
Q4 		$351K Hold
4,715
– – 0.05% 177
2022
Q3 		$346K Sell
4,715
-45
-0.9% -$3.82K 0.06% 171
2022
Q2 		$381K Sell
4,760
-200
-4% -$17.7K 0.06% 158
2022
Q1 		$511K Hold
4,960
– – 0.07% 139
2021
Q4 		$570K Hold
4,960
– – 0.09% 123
2021
Q3 		$502K Sell
4,960
-500
-9% -$52.2K 0.09% 120
2021
Q2 		$543K Hold
5,460
– – 0.09% 116
2021
Q1 		$479K Hold
5,460
– – 0.09% 121
2020
Q4 		$465K Sell
5,460
-128
-2% -$10.2K 0.09% 114
2020
Q3 		$421K Sell
5,588
-1,072
-16% -$78.3K 0.09% 111
2020
Q2 		$449K Hold
6,660
– – 0.1% 108
2020
Q1 		$340K Hold
6,660
– – 0.09% 112
2019
Q4 		$387K Sell
6,660
-780
-10% -$42.4K 0.08% 122
2019
Q3 		$380K Hold
7,440
– – 0.09% 122
2019
Q2 		$368K Hold
7,440
– – 0.09% 129
2019
Q1 		$355K Buy
+7,440
New +$331K 0.09% 120
2018
Q4 		– Sell
-7,440
Closed -$361K – 164
2018
Q3 		$361K Buy
+7,440
New +$352K 0.08% 121
2018
Q2 		– Sell
-9,320
Closed -$392K – 153
2018
Q1 		$392K Buy
9,320
+1,080
+13% +$46.5K 0.1% 115
2017
Q4 		$335K Sell
8,240
-660
-7% -$26.4K 0.08% 123
2017
Q3 		$334K Hold
8,900
– – 0.09% 124
2017
Q2 		$311K Hold
8,900
– – 0.09% 126
2017
Q1 		$301K Hold
8,900
– – 0.08% 127
2016
Q4 		$268K Sell
8,900
-900
-9% -$26.8K 0.08% 130
2016
Q3 		$292K Hold
9,800
– – 0.09% 128
2016
Q2 		$258K Hold
9,800
– – 0.08% 130
2016
Q1 		$266K Hold
9,800
– – 0.09% 125
2015
Q4 		$262K Hold
9,800
– – 0.08% 129
2015
Q3 		$242K Hold
9,800
– – 0.08% 132
2015
Q2 		$256K Sell
9,800
-400
-4% -$10.8K 0.08% 125
2015
Q1 		$268K Buy
+10,200
New +$268K 0.09% 112

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Hudson Valley Investment Advisors's IYW Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its iShares US Technology ETF (IYW) stake by 0.47% in Q2 2026, buying an estimated $4.59K and bringing the position to 4,270 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #96.

Hudson Valley Investment Advisors first reported a position in IYW in Q1 2015 and has held it in 44 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Hudson Valley Investment Advisors held 4,270 shares of iShares US Technology ETF worth $1.08M as of Q2 2026.
  • Hudson Valley Investment Advisors bought 20 iShares US Technology ETF shares in Q2 2026, an estimated $4.59K.
  • iShares US Technology ETF made up 0.13% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Hudson Valley Investment Advisors first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 44 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.