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IYW icon

Apexium Financial’s iShares US Technology ETF IYW Stock Holding History

Apexium Financial’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 		$40.5M Buy
206,725
+4,287
+2% +$784K 1.97% 9
2025
Q2 		$35.1M Buy
202,438
+1,509
+0.8% +$229K 1.86% 9
2025
Q1 		$28.2M Sell
200,929
-5,917
-3% -$922K 1.68% 9
2024
Q4 		$33M Buy
206,846
+2,061
+1% +$326K 2% 9
2024
Q3 		$31M Buy
204,785
+2,792
+1% +$411K 2.05% 9
2024
Q2 		$30.4M Buy
201,993
+2,931
+1% +$405K 2.17% 8
2024
Q1 		$26.9M Buy
199,062
+6,423
+3% +$836K 2.04% 8
2023
Q4 		$23.6M Sell
192,639
-5,362
-3% -$607K 1.7% 10
2023
Q3 		$20.8M Sell
198,001
-1,932
-1% -$210K 2.08% 7
2023
Q2 		$21.8M Buy
199,933
+8,900
+5% +$874K 1.93% 8
2023
Q1 		$17.7M Buy
191,033
+3,029
+2% +$254K 1.74% 8
2022
Q4 		$14M Buy
188,004
+5,973
+3% +$457K 1.45% 9
2022
Q3 		$13.4M Buy
182,031
+161,746
+797% +$13.7M 1.66% 8
2022
Q2 		$1.59M Buy
20,285
+5,326
+36% +$471K 0.91% 25
2022
Q1 		$1.71M Sell
14,959
-216
-1% -$22.1K 0.9% 24
2021
Q4 		$1.74M Buy
15,175
+2,936
+24% +$326K 0.9% 24
2021
Q3 		$1.24M Buy
12,239
+766
+7% +$79.9K 0.72% 29
2021
Q2 		$1.14M Buy
11,473
+1,472
+15% +$137K 0.71% 27
2021
Q1 		$877K Buy
10,001
+464
+5% +$40.7K 0.64% 32
2020
Q4 		$811K Buy
9,537
+69
+0.7% +$5.51K 0.64% 30
2020
Q3 		$713K Buy
9,468
+2,132
+29% +$156K 0.58% 31
2020
Q2 		$495K Buy
+7,336
New +$443K 0.45% 40

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

Apexium Financial's IYW Position: Q3 2025 in Review

Apexium Financial increased its iShares US Technology ETF (IYW) stake by 2.1% in Q3 2025, buying an estimated $784K and bringing the position to 206,725 shares worth $40.5M. The position accounts for 1.97% of the portfolio, ranked #9.

Apexium Financial first reported a position in IYW in Q2 2020 and has held it in 22 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Apexium Financial held 206,725 shares of iShares US Technology ETF worth $40.5M as of Q3 2025.
  • Apexium Financial bought 4,287 iShares US Technology ETF shares in Q3 2025, an estimated $784K.
  • iShares US Technology ETF made up 1.97% of Apexium Financial's portfolio in Q3 2025, its #9 holding.
  • Apexium Financial first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.