AWM
IYW icon

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

Accredited 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 		$46.4K Sell
175
-62
-26% -$11.3K 0.03% 143
2025
Q2 		$41.1K Hold
237
– – 0.03% 150
2025
Q1 		$33.3K Buy
+237
New +$36.9K 0.03% 149

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 $374B AUM 17.66% 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

Accredited Wealth Management's IYW Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares US Technology ETF (IYW) stake by 26% in Q3 2025, selling an estimated $11.3K and leaving 175 shares worth $46.4K. The position accounts for 0.03% of the portfolio, ranked #143.

Accredited Wealth Management first reported a position in IYW in Q1 2025 and has held it in 3 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Accredited Wealth Management held 175 shares of iShares US Technology ETF worth $46.4K as of Q3 2025.
  • Accredited Wealth Management sold 62 iShares US Technology ETF shares in Q3 2025, an estimated $11.3K.
  • iShares US Technology ETF made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #143 holding.
  • Accredited Wealth Management first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.