Avion Wealth’s iShares US Technology ETF IYW Stock Holding History

Avion 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 Q3	–	Sell	-85	Closed	-$14K	–	1381
2025 Q2	$14K	Sell	85 -215	-72%	-$32.6K	﹤0.01%	389
2025 Q1	$47K	Hold	300	–	–	0.01%	194
2024 Q4	$47K	Buy	+300	New	+$47.5K	0.01%	194
2024 Q1	–	Sell	-48	Closed	-$6K	–	1186
2023 Q4	$6K	Buy	+48	New	+$5.44K	﹤0.01%	369

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Avion Wealth's IYW Position: Q3 2025 in Review

Avion Wealth sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 85 shares — an estimated $14K sold.

Avion Wealth first reported a position in IYW in Q4 2023 and held it in 4 quarters. The position peaked at $47K in Q1 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Avion Wealth reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 85 iShares US Technology ETF shares in Q3 2025, an estimated $14K.
Avion Wealth first reported a position in iShares US Technology ETF in Q4 2023 and held it in 4 quarters.
Avion Wealth's iShares US Technology ETF position peaked at $47K in Q1 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.