Blue Barn Wealth’s iShares US Technology ETF IYW Stock Holding History

Blue Barn 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 Q4	–	Sell	-2,252	Closed	-$441K	–	103
2025 Q3	$441K	Buy	2,252 +1	+0%	+$183	0.19%	74
2025 Q2	$390K	Buy	2,251 +1	+0%	+$152	0.18%	86
2025 Q1	$316K	Buy	2,250 +1	+0%	+$156	0.16%	95
2024 Q4	$359K	Buy	2,249 +1	+0%	+$158	0.19%	83
2024 Q3	$341K	Buy	2,248 +1	+0%	+$147	0.18%	85
2024 Q2	$338K	Buy	2,247 +2	+0.1%	+$276	0.19%	82
2024 Q1	$303K	Buy	2,245 +1	+0%	+$130	0.17%	86
2023 Q4	$275K	Buy	2,244 +3	+0.1%	+$340	0.16%	90
2023 Q3	$235K	Hold	2,241	–	–	0.15%	103
2023 Q2	$244K	Buy	2,241 +1	+0%	+$98	0.16%	101
2023 Q1	$208K	Buy	+2,240	New	+$188K	0.13%	117
2022 Q2	–	Sell	-2,243	Closed	-$231K	–	121
2022 Q1	$231K	Buy	2,243 +1	+0%	+$102	0.16%	105
2021 Q4	$257K	Buy	2,242 +4	+0.2%	+$444	0.17%	94
2021 Q3	$227K	Hold	2,238	–	–	0.2%	92
2021 Q2	$223K	Buy	+2,238	New	+$209K	0.23%	66

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Blue Barn Wealth's IYW Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,252 shares — an estimated $441K sold.

Blue Barn Wealth first reported a position in IYW in Q2 2021 and held it in 15 quarters. The position peaked at $441K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Blue Barn Wealth reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 2,252 iShares US Technology ETF shares in Q4 2025, an estimated $441K.
Blue Barn Wealth first reported a position in iShares US Technology ETF in Q2 2021 and held it in 15 quarters.
Blue Barn Wealth's iShares US Technology ETF position peaked at $441K in Q3 2025.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.