Bush Investment Group’s iShares US Technology ETF IYW Stock Holding History

Bush Investment Group’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	-6,979	Closed	-$1.21M	–	38
2025 Q2	$1.21M	Sell	6,979 -1,383	-17%	-$210K	0.81%	23
2025 Q1	$1.17M	Sell	8,362 -76	-0.9%	-$11.8K	0.88%	19
2024 Q4	$1.35M	Sell	8,438 -93	-1%	-$14.7K	1.05%	17
2024 Q3	$1.29M	Sell	8,531 -314	-4%	-$46.2K	1.03%	17
2024 Q2	$1.33M	Buy	8,845 +202	+2%	+$27.9K	1.14%	14
2024 Q1	$1.17M	Buy	8,643 +351	+4%	+$45.7K	1.03%	18
2023 Q4	$1.08M	Buy	+8,292	New	+$939K	0.99%	17

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

Bush Investment Group's IYW Position: Q3 2025 in Review

Bush Investment Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 6,979 shares — an estimated $1.21M sold.

Bush Investment Group first reported a position in IYW in Q4 2023 and held it in 7 quarters. The position peaked at $1.35M in Q4 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Bush Investment Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Bush Investment Group sold 6,979 iShares US Technology ETF shares in Q3 2025, an estimated $1.21M.
Bush Investment Group first reported a position in iShares US Technology ETF in Q4 2023 and held it in 7 quarters.
Bush Investment Group's iShares US Technology ETF position peaked at $1.35M in Q4 2024.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Bush Investment Group's 13F filing for Q3 2025, filed 18 Dec 2025.