AFW
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Avantra Family Wealth’s iShares US Technology ETF IYW Stock Holding History

Avantra Family 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
Q1 		– Sell
-3,166
Closed -$505K – 159
2024
Q4 		$505K Buy
+3,166
New +$501K 0.47% 75

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Avantra Family Wealth's IYW Position: Q1 2025 in Review

Avantra Family Wealth sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 3,166 shares — an estimated $505K sold.

Avantra Family Wealth first reported a position in IYW in Q4 2024 and held it in 1 quarter. The position peaked at $505K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Avantra Family Wealth reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 3,166 iShares US Technology ETF shares in Q1 2025, an estimated $505K.
  • Avantra Family Wealth first reported a position in iShares US Technology ETF in Q4 2024 and held it in 1 quarter.
  • Avantra Family Wealth's iShares US Technology ETF position peaked at $505K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.