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Valley National Advisers’s iShares US Technology ETF IYW Stock Holding History

Valley National Advisers’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 		$1.01K Buy
+4
New +$919 ﹤0.01% 877
2025
Q4 		– Sell
-74
Closed -$14K – 928
2025
Q3 		$14K Buy
+74
New +$13.5K ﹤0.01% 518
2023
Q1 		– Sell
-3
Closed – – 933
2022
Q4 		$0 Buy
+3
New +$230 ﹤0.01% 917

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

Valley National Advisers's IYW Position: Q2 2026 in Review

Valley National Advisers opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 4 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in IYW as recently as Q3 2025.

Valley National Advisers first reported a position in IYW in Q4 2022 and has held it in 3 quarters since. The position peaked at $14K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Valley National Advisers held 4 shares of iShares US Technology ETF worth $1.01K as of Q2 2026.
  • iShares US Technology ETF was a new Valley National Advisers position in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #877 holding.
  • Valley National Advisers first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 3 quarters since.
  • Valley National Advisers's iShares US Technology ETF position peaked at $14K in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.