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

Apex 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
Q2 		– Sell
-2,170
Closed -$305K – 59
2025
Q1 		$305K Sell
2,170
-3,148
-59% -$490K 0.27% 42
2024
Q4 		$848K Buy
+5,318
New +$841K 0.73% 32

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Apex Wealth Management's IYW Position: Q2 2025 in Review

Apex Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 2,170 shares — an estimated $305K sold.

Apex Wealth Management first reported a position in IYW in Q4 2024 and held it in 2 quarters. The position peaked at $848K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Apex Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Apex Wealth Management sold 2,170 iShares US Technology ETF shares in Q2 2025, an estimated $305K.
  • Apex Wealth Management first reported a position in iShares US Technology ETF in Q4 2024 and held it in 2 quarters.
  • Apex Wealth Management's iShares US Technology ETF position peaked at $848K in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Apex Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.