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BCU Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

BCU Wealth 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
-1,158
Closed -$227K – 62
2025
Q3 		$227K Sell
1,158
-5,490
-83% -$1M 0.09% 59
2025
Q2 		$1.15M Buy
6,648
+420
+7% +$63.7K 0.52% 22
2025
Q1 		$875K Buy
6,228
+1,001
+19% +$156K 0.46% 20
2024
Q4 		$834K Sell
5,227
-335
-6% -$53K 0.48% 21
2024
Q3 		$843K Buy
5,562
+223
+4% +$32.8K 0.5% 23
2024
Q2 		$804K Buy
5,339
+269
+5% +$37.2K 0.59% 20
2024
Q1 		$685K Buy
5,070
+406
+9% +$52.9K 0.58% 22
2023
Q4 		$573K Buy
+4,664
New +$528K 0.62% 25

Other funds holding IYW

Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BCU Wealth Advisors's IYW Position: Q4 2025 in Review

BCU Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,158 shares — an estimated $227K sold.

BCU Wealth Advisors first reported a position in IYW in Q4 2023 and held it in 8 quarters. The position peaked at $1.15M in Q2 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • BCU Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • BCU Wealth Advisors sold 1,158 iShares US Technology ETF shares in Q4 2025, an estimated $227K.
  • BCU Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 8 quarters.
  • BCU Wealth Advisors's iShares US Technology ETF position peaked at $1.15M in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on BCU Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.