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Better Money Decisions’s iShares US Technology ETF IYW Stock Holding History

Better Money Decisions’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
Q2 		$1.09M Buy
6,273
+3
+0% +$455 0.66% 28
2025
Q1 		$881K Buy
6,270
+3
+0% +$467 0.59% 32
2024
Q4 		$1,000K Buy
6,267
+121
+2% +$19.1K 0.69% 28
2024
Q3 		$932K Buy
6,146
+7
+0.1% +$1.03K 0.66% 30
2024
Q2 		$924K Buy
6,139
+3
+0% +$415 0.7% 30
2024
Q1 		$829K Buy
6,136
+4
+0.1% +$521 0.66% 29
2023
Q4 		$753K Sell
6,132
-62
-1% -$7.02K 0.62% 29
2023
Q3 		$650K Sell
6,194
-11
-0.2% -$1.2K 0.57% 30
2023
Q2 		$676K Buy
6,205
+4
+0.1% +$393 0.55% 32
2023
Q1 		$576K Buy
6,201
+7
+0.1% +$587 0.49% 34
2022
Q4 		$461K Hold
6,194
– – 0.4% 41
2022
Q3 		$454K Buy
6,194
+13
+0.2% +$1.1K 0.44% 37
2022
Q2 		$494K Buy
6,181
+410
+7% +$36.3K 0.42% 36
2022
Q1 		$595K Sell
5,771
-6,416
-53% -$655K 0.56% 33
2021
Q4 		$1.4M Sell
12,187
-1,112
-8% -$123K 1.18% 17
2021
Q3 		$1.35M Buy
13,299
+55
+0.4% +$5.74K 1.11% 17
2021
Q2 		$1.32M Sell
13,244
-95
-0.7% -$8.86K 1.18% 15
2021
Q1 		$1.17M Buy
+13,339
New +$1.17M 1.21% 14

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Better Money Decisions's IYW Position: Q2 2025 in Review

Better Money Decisions increased its iShares US Technology ETF (IYW) stake by 0.05% in Q2 2025, buying an estimated $455 and bringing the position to 6,273 shares worth $1.09M. The position accounts for 0.66% of the portfolio, ranked #28.

Better Money Decisions first reported a position in IYW in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2021. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Better Money Decisions held 6,273 shares of iShares US Technology ETF worth $1.09M as of Q2 2025.
  • Better Money Decisions bought 3 iShares US Technology ETF shares in Q2 2025, an estimated $455.
  • iShares US Technology ETF made up 0.66% of Better Money Decisions's portfolio in Q2 2025, its #28 holding.
  • Better Money Decisions first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's iShares US Technology ETF position peaked at $1.4M in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.