Valeo Financial Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
4,012
+35
| +0.9% | +$8.04K | 0.02% | 307 |
|
|
2026
Q1 | $722K | Hold |
3,977
| – | – | 0.02% | 326 |
|
|
2025
Q4 | $794K | Sell |
3,977
-23
| -0.6% | -$4.6K | 0.02% | 356 |
|
|
2025
Q3 | $784K | Sell |
4,000
-51
| -1% | -$9.33K | 0.02% | 364 |
|
|
2025
Q2 | $702K | Buy |
4,051
+3
| +0.1% | +$455 | 0.02% | 375 |
|
|
2025
Q1 | $569K | Buy |
4,048
+146
| +4% | +$22.7K | 0.02% | 385 |
|
|
2024
Q4 | $622K | Buy |
3,902
+41
| +1% | +$6.49K | 0.02% | 361 |
|
|
2024
Q3 | $585K | Buy |
3,861
+348
| +10% | +$51.2K | 0.02% | 376 |
|
|
2024
Q2 | $529K | Buy |
3,513
+3
| +0.1% | +$415 | 0.02% | 377 |
|
|
2024
Q1 | $452K | Sell |
3,510
-242
| -6% | -$31.5K | 0.02% | 404 |
|
|
2023
Q4 | $461K | Sell |
3,752
-44
| -1% | -$4.98K | 0.02% | 386 |
|
|
2023
Q3 | $398K | Buy |
3,796
+46
| +1% | +$5K | 0.02% | 387 |
|
|
2023
Q2 | $408K | Buy |
3,750
+66
| +2% | +$6.48K | 0.02% | 353 |
|
|
2023
Q1 | $342K | Buy |
3,684
+13
| +0.4% | +$1.09K | 0.02% | 409 |
|
|
2022
Q4 | $273K | Buy |
3,671
+563
| +18% | +$43.1K | 0.02% | 412 |
|
|
2022
Q3 | $228K | Buy |
3,108
+24
| +0.8% | +$2.04K | 0.01% | 415 |
|
|
2022
Q2 | $247K | Sell |
3,084
-27
| -0.9% | -$2.39K | 0.02% | 398 |
|
|
2022
Q1 | $321K | Sell |
3,111
-85
| -3% | -$8.68K | 0.02% | 429 |
|
|
2021
Q4 | $367K | Buy |
3,196
+1
| +0% | +$111 | 0.02% | 373 |
|
|
2021
Q3 | $324K | Buy |
3,195
+113
| +4% | +$11.8K | 0.02% | 385 |
|
|
2021
Q2 | $306K | Sell |
3,082
-10
| -0.3% | -$933 | 0.02% | 352 |
|
|
2021
Q1 | $271K | Buy |
3,092
+520
| +20% | +$45.6K | 0.01% | 375 |
|
|
2020
Q4 | $219K | Sell |
2,572
-2,488
| -49% | -$199K | 0.01% | 396 |
|
|
2020
Q3 | $381K | Sell |
5,060
-136
| -3% | -$9.93K | 0.03% | 221 |
|
|
2020
Q2 | $351K | Buy |
5,196
+4
| +0.1% | +$241 | 0.03% | 228 |
|
|
2020
Q1 | $280K | Buy |
5,192
+8
| +0.2% | +$464 | 0.03% | 236 |
|
|
2019
Q4 | $301K | Buy |
5,184
+292
| +6% | +$15.9K | 0.03% | 249 |
|
|
2019
Q3 | $250K | Sell |
4,892
-60
| -1% | -$3.05K | 0.03% | 257 |
|
|
2019
Q2 | $245K | Buy |
4,952
+540
| +12% | +$26.4K | 0.03% | 255 |
|
|
2019
Q1 | $210K | Buy |
4,412
+1,808
| +69% | +$80.4K | 0.03% | 268 |
|
|
2018
Q4 | $104K | Sell |
2,604
-152
| -6% | -$6.58K | 0.01% | 371 |
|
|
2018
Q3 | $122K | Hold |
2,756
| – | – | 0.02% | 357 |
|
|
2018
Q2 | $130K | Buy |
2,756
+2,144
| +350% | +$94.8K | 0.02% | 356 |
|
|
2018
Q1 | $26K | Buy |
612
+200
| +49% | +$8.61K | ﹤0.01% | 645 |
|
|
2017
Q4 | $17K | Buy |
412
+152
| +58% | +$6.09K | ﹤0.01% | 709 |
|
|
2017
Q3 | $10K | Buy |
+260
| New | +$9.53K | ﹤0.01% | 699 |
|
Other funds holding IYW
PCH
Valeo Financial Advisors's IYW Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares US Technology ETF (IYW) stake by 0.88% in Q2 2026, buying an estimated $8.04K and bringing the position to 4,012 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #307.
Valeo Financial Advisors first reported a position in IYW in Q3 2017 and has held it in 36 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.
- Valeo Financial Advisors held 4,012 shares of iShares US Technology ETF worth $1.01M as of Q2 2026.
- Valeo Financial Advisors bought 35 iShares US Technology ETF shares in Q2 2026, an estimated $8.04K.
- iShares US Technology ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #307 holding.
- Valeo Financial Advisors first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 36 quarters since.
- 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.