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Aspire Private Capital’s iShares US Technology ETF IYW Stock Holding History

Aspire Private Capital’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 		– Sell
-3,006
Closed -$521K – 179
2025
Q2 		$521K Sell
3,006
-230
-7% -$34.9K 0.12% 126
2025
Q1 		$454K Buy
3,236
+192
+6% +$29.9K 0.11% 132
2024
Q4 		$486K Sell
3,044
-318
-9% -$50.3K 0.12% 120
2024
Q3 		$510K Sell
3,362
-137
-4% -$20.1K 0.12% 120
2024
Q2 		$527K Buy
3,499
+113
+3% +$15.6K 0.14% 115
2024
Q1 		$457K Buy
3,386
+155
+5% +$20.2K 0.12% 116
2023
Q4 		$397K Buy
3,231
+1,287
+66% +$146K 0.12% 107
2023
Q3 		$204K Sell
1,944
-2,154
-53% -$234K 0.07% 125
2023
Q2 		$446K Sell
4,098
-56
-1% -$5.5K 0.14% 100
2023
Q1 		$386K Buy
4,154
+1,000
+32% +$83.9K 0.13% 104
2022
Q4 		$235K Buy
+3,154
New +$241K 0.08% 116

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aspire Private Capital's IYW Position: Q3 2025 in Review

Aspire Private Capital sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 3,006 shares — an estimated $521K sold.

Aspire Private Capital first reported a position in IYW in Q4 2022 and held it in 11 quarters. The position peaked at $527K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Aspire Private Capital reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Aspire Private Capital sold 3,006 iShares US Technology ETF shares in Q3 2025, an estimated $521K.
  • Aspire Private Capital first reported a position in iShares US Technology ETF in Q4 2022 and held it in 11 quarters.
  • Aspire Private Capital's iShares US Technology ETF position peaked at $527K in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Aspire Private Capital's 13F filing for Q3 2025, filed 29 Oct 2025.