AWP
IYW icon

Avid Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Avid Wealth 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
2026
Q1 		$4.76M Sell
26,233
-1,406
-5% -$272K 2.25% 14
2025
Q4 		$5.52M Buy
27,639
+280
+1% +$56K 2.7% 13
2025
Q3 		$5.36M Buy
27,359
+389
+1% +$71.2K 2.66% 13
2025
Q2 		$4.67M Sell
26,970
-6,543
-20% -$992K 2.67% 12
2025
Q1 		$4.71M Buy
33,513
+3,427
+11% +$534K 3.19% 11
2024
Q4 		$4.8M Sell
30,086
-2,149
-7% -$340K 3.41% 10
2024
Q3 		$4.89M Buy
32,235
+1,874
+6% +$276K 3.46% 10
2024
Q2 		$4.57M Buy
30,361
+2,929
+11% +$405K 3.55% 11
2024
Q1 		$3.7M Sell
27,432
-112,948
-80% -$14.7M 2.98% 13
2023
Q4 		$17.2M Buy
+140,380
New +$15.9M 17.08% 1

Other funds holding IYW

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return