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Aveo Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Aveo Capital Partners’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
-2,501
Closed -$399K – 263
2024
Q4 		$399K Buy
2,501
+116
+5% +$18.4K 0.04% 238
2024
Q3 		$362K Sell
2,385
-51
-2% -$7.5K 0.04% 253
2024
Q2 		$367K Buy
2,436
+115
+5% +$15.9K 0.04% 233
2024
Q1 		$307K Buy
2,321
+197
+9% +$25.6K 0.03% 288
2023
Q4 		$261K Buy
2,124
+142
+7% +$16.1K 0.03% 287
2023
Q3 		$208K Sell
1,982
-608
-23% -$66.1K 0.03% 321
2023
Q2 		$282K Sell
2,590
-4
-0.2% -$393 0.04% 280
2023
Q1 		$241K Buy
+2,594
New +$218K 0.03% 295

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

Aveo Capital Partners's IYW Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 2,501 shares — an estimated $399K sold.

Aveo Capital Partners first reported a position in IYW in Q1 2023 and held it in 8 quarters. The position peaked at $399K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 2,501 iShares US Technology ETF shares in Q1 2025, an estimated $399K.
  • Aveo Capital Partners first reported a position in iShares US Technology ETF in Q1 2023 and held it in 8 quarters.
  • Aveo Capital Partners's iShares US Technology ETF position peaked at $399K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.