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

Bordeaux 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 Q2	$2.18M	Hold	12,600	–	–	0.28%	38
2025 Q1	$1.77M	Hold	12,600	–	–	0.33%	42
2024 Q4	$2.01M	Sell	12,600 -7	-0.1%	-$1.11K	0.32%	40
2024 Q3	$1.91M	Buy	12,607 +7	+0.1%	+$1.03K	0.35%	40
2024 Q2	$1.9M	Hold	12,600	–	–	0.36%	39
2024 Q1	$1.7M	Hold	12,600	–	–	0.56%	26
2023 Q4	$1.55M	Hold	12,600	–	–	0.52%	26
2023 Q3	$1.32M	Hold	12,600	–	–	0.53%	27
2023 Q2	$1.37M	Hold	12,600	–	–	0.56%	24
2023 Q1	$1.17M	Hold	12,600	–	–	0.6%	25
2022 Q4	$939K	Hold	12,600	–	–	0.52%	26
2022 Q3	$924K	Buy	+12,600	New	+$1.07M	0.58%	29

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bordeaux Wealth Advisors's IYW Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2025 at 12,600 shares worth $2.18M. The position accounts for 0.28% of the portfolio, ranked #38.

Bordeaux Wealth Advisors first reported a position in IYW in Q3 2022 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Bordeaux Wealth Advisors held 12,600 shares of iShares US Technology ETF worth $2.18M as of Q2 2025.
Bordeaux Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2025.
iShares US Technology ETF made up 0.28% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #38 holding.
Bordeaux Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 12 quarters since.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.