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Advisors Preferred’s iShares US Technology ETF IYW Stock Holding History

Advisors Preferred’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
Q4 		– Sell
-1,069
Closed -$211K – 273
2025
Q3 		$211K Buy
1,069
+931
+675% +$170K 0.03% 194
2025
Q2 		$23.6K Buy
+138
New +$20.9K ﹤0.01% 180
2025
Q1 		– Sell
-1,689
Closed -$269K – 296
2024
Q4 		$269K Buy
+1,689
New +$267K 0.04% 136
2021
Q1 		– Sell
-61
Closed -$5K – 190
2020
Q4 		$5K Sell
61
-639
-91% -$51.1K ﹤0.01% 166
2020
Q3 		$53K Sell
700
-160
-19% -$11.7K 0.01% 119
2020
Q2 		$58K Buy
860
+256
+42% +$15.5K 0.02% 114
2020
Q1 		$31K Sell
604
-2,448
-80% -$142K 0.02% 93
2019
Q4 		$177K Buy
3,052
+344
+13% +$18.7K 0.05% 110
2019
Q3 		$138K Sell
2,708
-479,548
-99% -$24.4M 0.03% 95
2019
Q2 		$2.46M Buy
+482,256
New +$23.6M 0.84% 18
2018
Q3 		– Sell
-428,792
Closed -$19.1M – 220
2018
Q2 		$19.1M Buy
428,792
+157,832
+58% +$6.98M 8.54% 5
2018
Q1 		$11.4M Buy
+270,960
New +$11.7M 5.29% 5
2017
Q4 		– Sell
-249,908
Closed -$9.37M – 235
2017
Q3 		$9.37M Buy
+249,908
New +$9.16M 5.42% 5
2015
Q1 		– Sell
-318,648
Closed -$8.32M – 308
2014
Q4 		$8.32M Sell
318,648
-32,152
-9% -$820K 3.91% 1
2014
Q3 		$8.84M Buy
350,800
+349,468
+26,236% +$8.73M 5.7% 1
2014
Q2 		$32.3K Sell
1,332
-28,048
-95% -$648K 0.02% 197
2014
Q1 		$669K Buy
29,380
+25,612
+680% +$572K 0.3% 83
2013
Q4 		$83K Buy
+3,768
New +$78.5K 0.05% 163

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisors Preferred's IYW Position: Q4 2025 in Review

Advisors Preferred sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,069 shares — an estimated $211K sold.

Advisors Preferred first reported a position in IYW in Q4 2013 and held it in 18 quarters. The position peaked at $19.1M in Q2 2018. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Advisors Preferred reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Advisors Preferred sold 1,069 iShares US Technology ETF shares in Q4 2025, an estimated $211K.
  • Advisors Preferred first reported a position in iShares US Technology ETF in Q4 2013 and held it in 18 quarters.
  • Advisors Preferred's iShares US Technology ETF position peaked at $19.1M in Q2 2018.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.