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Abich Financial Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Abich Financial Wealth Management’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
Q3 		$21.3K Buy
+109
New +$19.9K 0.01% 389
2024
Q3 		$17.4K Buy
+115
New +$16.9K 0.04% 163

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's IYW Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q3 2025: 109 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IYW as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IYW in Q3 2024 and has held it in 2 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Abich Financial Wealth Management held 109 shares of iShares US Technology ETF worth $21.3K as of Q3 2025.
  • iShares US Technology ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares US Technology ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #389 holding.
  • Abich Financial Wealth Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.