B.O.S.S. Retirement Advisors’s iShares US Technology ETF IYW Stock Holding History

B.O.S.S. Retirement Advisors’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 Q4	–	Sell	-2,801	Closed	-$549K	–	189
2025 Q3	$549K	Sell	2,801 -1,988	-42%	-$364K	0.13%	116
2025 Q2	$830K	Buy	4,789 +706	+17%	+$107K	0.21%	99
2025 Q1	$573K	Sell	4,083 -38	-0.9%	-$5.92K	0.17%	96
2024 Q4	$657K	Buy	4,121 +6	+0.1%	+$949	0.18%	102
2024 Q3	$624K	Buy	+4,115	New	+$605K	0.13%	137

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IYW Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,801 shares — an estimated $549K sold.

B.O.S.S. Retirement Advisors first reported a position in IYW in Q3 2024 and held it in 5 quarters. The position peaked at $830K in Q2 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 2,801 iShares US Technology ETF shares in Q4 2025, an estimated $549K.
B.O.S.S. Retirement Advisors first reported a position in iShares US Technology ETF in Q3 2024 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's iShares US Technology ETF position peaked at $830K in Q2 2025.
1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.