Avantax Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Avantax Advisory Services’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	$56.8M	Buy	327,678 +495	+0.2%	+$75K	0.31%	45
2025 Q1	$45.9M	Sell	327,183 -34,826	-10%	-$5.42M	0.28%	51
2024 Q4	$57.7M	Buy	362,009 +12,036	+3%	+$1.9M	0.36%	41
2024 Q3	$53.1M	Buy	349,973 +778	+0.2%	+$114K	0.35%	34
2024 Q2	$52.6M	Buy	349,195 +6,671	+2%	+$922K	0.37%	35
2024 Q1	$46.3M	Buy	342,524 +154,736	+82%	+$20.1M	0.41%	28
2023 Q4	$23.1M	Buy	187,788 +19,228	+11%	+$2.18M	0.23%	65
2023 Q3	$17.7M	Sell	168,560 -24,233	-13%	-$2.64M	0.2%	81
2023 Q2	$21M	Buy	192,793 +106,995	+125%	+$10.5M	0.24%	69
2023 Q1	$7.96M	Buy	85,798 +33,306	+63%	+$2.8M	0.1%	166
2022 Q4	$3.91M	Buy	52,492 +32,289	+160%	+$2.47M	0.05%	268
2022 Q3	$1.48M	Buy	20,203 +5,062	+33%	+$429K	0.02%	445
2022 Q2	$1.21M	Sell	15,141 -549	-3%	-$48.6K	0.02%	495
2022 Q1	$1.62M	Sell	15,690 -43	-0.3%	-$4.39K	0.02%	426
2021 Q4	$1.81M	Buy	15,733 +523	+3%	+$58.1K	0.03%	388
2021 Q3	$1.54M	Sell	15,210 -840	-5%	-$87.6K	0.03%	393
2021 Q2	$1.6M	Buy	16,050 +1,221	+8%	+$114K	0.03%	381
2021 Q1	$1.3M	Buy	14,829 +2,429	+20%	+$213K	0.03%	382
2020 Q4	$1.05M	Sell	12,400 -32,844	-73%	-$2.62M	0.03%	383
2020 Q3	$3.4M	Buy	45,244 +33,536	+286%	+$2.45M	0.05%	262
2020 Q2	$788K	Buy	11,708 +1,808	+18%	+$109K	0.02%	383
2020 Q1	$506K	Buy	9,900 +3,612	+57%	+$209K	0.02%	435
2019 Q4	$365K	Buy	6,288 +924	+17%	+$50.3K	0.01%	574
2019 Q3	$274K	Buy	5,364 +4	+0.1%	+$203	0.01%	461
2019 Q2	$265K	Hold	5,360	–	–	0.01%	422
2019 Q1	$255K	Sell	5,360 -2,728	-34%	-$121K	0.01%	398
2018 Q4	$323K	Buy	+8,088	New	+$350K	0.05%	289

Other funds holding IYW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Avantax Advisory Services's IYW Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Technology ETF (IYW) stake by 0.15% in Q2 2025, buying an estimated $75K and bringing the position to 327,678 shares worth $56.8M. The position accounts for 0.31% of the portfolio, ranked #45.

Avantax Advisory Services first reported a position in IYW in Q4 2018 and has held it in 27 quarters since. The position peaked at $57.7M in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Avantax Advisory Services held 327,678 shares of iShares US Technology ETF worth $56.8M as of Q2 2025.
Avantax Advisory Services bought 495 iShares US Technology ETF shares in Q2 2025, an estimated $75K.
iShares US Technology ETF made up 0.31% of Avantax Advisory Services's portfolio in Q2 2025, its #45 holding.
Avantax Advisory Services first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares US Technology ETF position peaked at $57.7M in Q4 2024.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.