Beacon Capital Management LLC (Tennessee)’s iShares US Technology ETF IYW Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-94	Closed	-$16.3K	–	591
2025 Q2	$16.3K	Hold	94	–	–	﹤0.01%	538
2025 Q1	$13.2K	Hold	94	–	–	﹤0.01%	565
2024 Q4	$15K	Sell	94 -9	-9%	-$1.42K	﹤0.01%	527
2024 Q3	$15.6K	Buy	+103	New	+$15.1K	﹤0.01%	548
2023 Q1	–	Sell	-164	Closed	-$12.2K	–	981
2022 Q4	$12.2K	Hold	164	–	–	﹤0.01%	464
2022 Q3	$13K	Hold	164	–	–	﹤0.01%	428
2022 Q2	$17K	Hold	164	–	–	﹤0.01%	431
2022 Q1	$17K	Buy	+164	New	+$16.7K	﹤0.01%	431

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

Beacon Capital Management LLC (Tennessee)'s IYW Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 94 shares — an estimated $16.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYW in Q1 2022 and held it in 8 quarters. The position peaked at $17K in Q2 2022. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 94 iShares US Technology ETF shares in Q3 2025, an estimated $16.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Technology ETF in Q1 2022 and held it in 8 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Technology ETF position peaked at $17K in Q2 2022.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.