Valmark Advisers’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 | $6.98M | Buy |
27,663
+285
| +1% | +$65.5K | 0.07% | 126 |
|
|
2026
Q1 | $4.97M | Buy |
27,378
+2,555
| +10% | +$494K | 0.06% | 140 |
|
|
2025
Q4 | $4.96M | Buy |
24,823
+1,359
| +6% | +$272K | 0.06% | 134 |
|
|
2025
Q3 | $4.6M | Buy |
23,464
+691
| +3% | +$126K | 0.06% | 134 |
|
|
2025
Q2 | $3.95M | Buy |
22,773
+675
| +3% | +$102K | 0.05% | 137 |
|
|
2025
Q1 | $3.1M | Buy |
22,098
+1,131
| +5% | +$176K | 0.05% | 151 |
|
|
2024
Q4 | $3.34M | Buy |
20,967
+4,757
| +29% | +$753K | 0.05% | 142 |
|
|
2024
Q3 | $2.46M | Sell |
16,210
-637
| -4% | -$93.7K | 0.04% | 170 |
|
|
2024
Q2 | $2.54M | Buy |
16,847
+4,547
| +37% | +$628K | 0.04% | 151 |
|
|
2024
Q1 | $1.66M | Buy |
12,300
+656
| +6% | +$85.4K | 0.03% | 193 |
|
|
2023
Q4 | $1.43M | Buy |
11,644
+384
| +3% | +$43.5K | 0.03% | 199 |
|
|
2023
Q3 | $1.18M | Buy |
11,260
+280
| +3% | +$30.4K | 0.02% | 198 |
|
|
2023
Q2 | $1.2M | Sell |
10,980
-564
| -5% | -$55.4K | 0.02% | 202 |
|
|
2023
Q1 | $1.07M | Buy |
11,544
+56
| +0.5% | +$4.7K | 0.02% | 212 |
|
|
2022
Q4 | $856K | Buy |
11,488
+1,431
| +14% | +$109K | 0.02% | 233 |
|
|
2022
Q3 | $738K | Sell |
10,057
-30
| -0.3% | -$2.54K | 0.01% | 224 |
|
|
2022
Q2 | $806K | Sell |
10,087
-387
| -4% | -$34.3K | 0.02% | 224 |
|
|
2022
Q1 | $1.08M | Sell |
10,474
-1,130
| -10% | -$115K | 0.02% | 201 |
|
|
2021
Q4 | $1.33M | Sell |
11,604
-10
| -0.1% | -$1.11K | 0.02% | 163 |
|
|
2021
Q3 | $1.18M | Sell |
11,614
-460
| -4% | -$48K | 0.02% | 169 |
|
|
2021
Q2 | $1.2M | Sell |
12,074
-243
| -2% | -$22.7K | 0.02% | 169 |
|
|
2021
Q1 | $1.08M | Sell |
12,317
-595
| -5% | -$52.1K | 0.02% | 174 |
|
|
2020
Q4 | $1.1M | Sell |
12,912
-604
| -4% | -$48.3K | 0.02% | 157 |
|
|
2020
Q3 | $1.02M | Sell |
13,516
-280
| -2% | -$20.4K | 0.02% | 132 |
|
|
2020
Q2 | $931K | Sell |
13,796
-744
| -5% | -$44.9K | 0.02% | 122 |
|
|
2020
Q1 | $743K | Sell |
14,540
-1,404
| -9% | -$81.4K | 0.02% | 117 |
|
|
2019
Q4 | $927K | Sell |
15,944
-2,220
| -12% | -$121K | 0.02% | 102 |
|
|
2019
Q3 | $927K | Sell |
18,164
-600
| -3% | -$30.5K | 0.02% | 105 |
|
|
2019
Q2 | $928K | Sell |
18,764
-1,516
| -7% | -$74.1K | 0.02% | 99 |
|
|
2019
Q1 | $966K | Sell |
20,280
-956
| -5% | -$42.5K | 0.02% | 96 |
|
|
2018
Q4 | $849K | Sell |
21,236
-2,512
| -11% | -$109K | 0.02% | 97 |
|
|
2018
Q3 | $1.15M | Sell |
23,748
-2,840
| -11% | -$134K | 0.03% | 79 |
|
|
2018
Q2 | $1.19M | Sell |
26,588
-3,420
| -11% | -$151K | 0.03% | 70 |
|
|
2018
Q1 | $1.26M | Sell |
30,008
-2,408
| -7% | -$104K | 0.03% | 68 |
|
|
2017
Q4 | $1.32M | Buy |
+32,416
| New | +$1.3M | 0.03% | 67 |
|
Other funds holding IYW
PCH
Valmark Advisers's IYW Position: Q2 2026 in Review
Valmark Advisers increased its iShares US Technology ETF (IYW) stake by 1% in Q2 2026, buying an estimated $65.5K and bringing the position to 27,663 shares worth $6.98M. The position accounts for 0.07% of the portfolio, ranked #126.
Valmark Advisers first reported a position in IYW in Q4 2017 and has held it in 35 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.
- Valmark Advisers held 27,663 shares of iShares US Technology ETF worth $6.98M as of Q2 2026.
- Valmark Advisers bought 285 iShares US Technology ETF shares in Q2 2026, an estimated $65.5K.
- iShares US Technology ETF made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #126 holding.
- Valmark Advisers first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 35 quarters since.
- 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.