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Austin Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Austin Private Wealth’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 		$1.66M Sell
8,331
-1,232
-13% -$246K 0.12% 80
2025
Q3 		$1.87M Sell
9,563
-105,996
-92% -$19.4M 0.14% 80
2025
Q2 		$20M Sell
115,559
-20,712
-15% -$3.14M 1.58% 16
2025
Q1 		$19.1M Buy
136,271
+11,547
+9% +$1.8M 1.71% 13
2024
Q4 		$19.9M Buy
124,724
+426
+0.3% +$67.4K 1.84% 15
2024
Q3 		$18.8M Sell
124,298
-9,282
-7% -$1.36M 1.81% 16
2024
Q2 		$20.1M Buy
133,580
+12,121
+10% +$1.68M 2.16% 13
2024
Q1 		$16.4M Buy
121,459
+19,480
+19% +$2.54M 1.88% 16
2023
Q4 		$12.5M Buy
101,979
+37,147
+57% +$4.21M 1.58% 15
2023
Q3 		$6.8M Sell
64,832
-63,617
-50% -$6.92M 0.98% 26
2023
Q2 		$14M Buy
128,449
+9,454
+8% +$929K 2.02% 16
2023
Q1 		$11M Buy
118,995
+33,988
+40% +$2.85M 1.76% 19
2022
Q4 		$6.33M Buy
85,007
+73,840
+661% +$5.65M 1.11% 20
2022
Q3 		$819K Buy
11,167
+1,417
+15% +$120K 0.17% 50
2022
Q2 		$780K Sell
9,750
-18,578
-66% -$1.64M 0.17% 48
2022
Q1 		$2.92M Sell
28,328
-2,128
-7% -$217K 0.58% 25
2021
Q4 		$3.5M Sell
30,456
-10,041
-25% -$1.11M 0.7% 23
2021
Q3 		$4.1M Buy
+40,497
New +$4.23M 0.87% 22

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

Austin Private Wealth's IYW Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares US Technology ETF (IYW) stake by 13% in Q4 2025, selling an estimated $246K and leaving 8,331 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #80.

Austin Private Wealth first reported a position in IYW in Q3 2021 and has held it in 18 quarters since. The position peaked at $20.1M in Q2 2024. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Austin Private Wealth held 8,331 shares of iShares US Technology ETF worth $1.66M as of Q4 2025.
  • Austin Private Wealth sold 1,232 iShares US Technology ETF shares in Q4 2025, an estimated $246K.
  • iShares US Technology ETF made up 0.12% of Austin Private Wealth's portfolio in Q4 2025, its #80 holding.
  • Austin Private Wealth first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 18 quarters since.
  • Austin Private Wealth's iShares US Technology ETF position peaked at $20.1M in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.