Oliver Lagore Vanvalin Investment Group’s iShares US Technology ETF IYW Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$185K	Buy	+1,314	New	+$199K	0.07%	137
2024 Q4	$212K	Sell	1,329 -110	-8%	-$17.4K	0.05%	118
2024 Q3	$218K	Sell	1,439 -294	-17%	-$43.2K	0.06%	115
2024 Q2	$261K	Sell	1,733 -141	-8%	-$19.5K	0.07%	104
2024 Q1	$253K	Sell	1,874 -184	-9%	-$24K	0.07%	116
2023 Q4	$253K	Buy	2,058 +339	+20%	+$38.4K	0.09%	99
2023 Q3	$180K	Sell	1,719 -1,801	-51%	-$196K	0.07%	120
2023 Q2	$383K	Buy	3,520 +348	+11%	+$34.2K	0.14%	99
2023 Q1	$294K	Buy	3,172 +1,049	+49%	+$88K	0.13%	75
2022 Q4	$158K	Buy	2,123 +2,108	+14,053%	+$161K	0.09%	102
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	585
2022 Q2	$1K	Sell	15 -25	-63%	-$2.21K	﹤0.01%	562
2022 Q1	$6K	Buy	+40	New	+$4.08K	﹤0.01%	394

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IYW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares US Technology ETF (IYW) in Q2 2025: 1,314 shares worth $185K. The stake represents 0.07% of the portfolio and ranks #137 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IYW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IYW in Q1 2022 and has held it in 13 quarters since. The position peaked at $383K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,314 shares of iShares US Technology ETF worth $185K as of Q2 2025.
iShares US Technology ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares US Technology ETF made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #137 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares US Technology ETF position peaked at $383K in Q2 2023.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.