Advisor Resource Council’s iShares US Technology ETF IYW Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-3,999	Closed	-$560K	–	383
2025 Q1	$560K	Buy	+3,999	New	+$623K	0.05%	349
2024 Q1	–	Sell	-4,323	Closed	-$531K	–	370
2023 Q4	$531K	Buy	+4,323	New	+$490K	0.06%	262
2022 Q3	–	Sell	-3,607	Closed	-$288K	–	327
2022 Q2	$288K	Buy	+3,607	New	+$319K	0.03%	383
2022 Q1	–	Sell	-25,685	Closed	-$2.95M	–	376
2021 Q4	$2.95M	Buy	+25,685	New	+$2.85M	0.23%	89
2021 Q3	–	Sell	-6,760	Closed	-$672K	–	345
2021 Q2	$672K	Buy	+6,760	New	+$630K	0.07%	255

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Advisor Resource Council's IYW Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 3,999 shares — an estimated $560K sold.

Advisor Resource Council first reported a position in IYW in Q2 2021 and held it in 5 quarters. The position peaked at $2.95M in Q4 2021. 1,166 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Advisor Resource Council reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,999 iShares US Technology ETF shares in Q2 2025, an estimated $560K.
Advisor Resource Council first reported a position in iShares US Technology ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares US Technology ETF position peaked at $2.95M in Q4 2021.
1,166 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.