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Blue Oak Capital’s iShares US Technology ETF IYW Stock Holding History

Blue Oak Capital’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
Q1 		– Sell
-1,699
Closed -$271K – 81
2024
Q4 		$271K Buy
+1,699
New +$269K 0.16% 67

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Blue Oak Capital's IYW Position: Q1 2025 in Review

Blue Oak Capital sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,699 shares — an estimated $271K sold.

Blue Oak Capital first reported a position in IYW in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Blue Oak Capital reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Oak Capital sold 1,699 iShares US Technology ETF shares in Q1 2025, an estimated $271K.
  • Blue Oak Capital first reported a position in iShares US Technology ETF in Q4 2024 and held it in 1 quarter.
  • Blue Oak Capital's iShares US Technology ETF position peaked at $271K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.