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

AllSquare 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	$1.96K	Hold	10	–	–	﹤0.01%	465
2025 Q2	$1.73K	Hold	10	–	–	﹤0.01%	470
2025 Q1	$1.4K	Hold	10	–	–	﹤0.01%	479
2024 Q4	$1.59K	Hold	10	–	–	﹤0.01%	470
2024 Q3	$1.52K	Hold	10	–	–	﹤0.01%	477
2024 Q2	$1.5K	Hold	10	–	–	﹤0.01%	476
2024 Q1	$1.35K	Hold	10	–	–	﹤0.01%	477
2023 Q4	$1.23K	Hold	10	–	–	﹤0.01%	481
2023 Q3	$1.05K	Hold	10	–	–	﹤0.01%	491
2023 Q2	$1.04K	Hold	10	–	–	﹤0.01%	503
2023 Q1	$928	Buy	+10	New	+$839	﹤0.01%	497

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AllSquare Wealth Management held its iShares US Technology ETF (IYW) position steady in Q3 2025 at 10 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

AllSquare Wealth Management first reported a position in IYW in Q1 2023 and has held it in 11 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

AllSquare Wealth Management held 10 shares of iShares US Technology ETF worth $1.96K as of Q3 2025.
AllSquare Wealth Management left its iShares US Technology ETF share count unchanged in Q3 2025.
iShares US Technology ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #465 holding.
AllSquare Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 11 quarters since.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.