Buttonwood Financial Group’s iShares US Technology ETF IYW Stock Holding History

Buttonwood Financial 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 Q4	–	Sell	-2,271	Closed	-$449K	–	34
2025 Q3	$449K	Sell	2,271 -94,528	-98%	-$17.3M	0.19%	27
2025 Q2	$16.9M	Buy	96,799 +23,090	+31%	+$3.5M	8.56%	5
2025 Q1	$9.79M	Buy	73,709 +2,577	+4%	+$401K	5.74%	6
2024 Q4	$11.7M	Sell	71,132 -1,660	-2%	-$263K	6.49%	6
2024 Q3	$11M	Sell	72,792 -1,189	-2%	-$175K	6.62%	6
2024 Q2	$11.2M	Sell	73,981 -1,305	-2%	-$180K	6.42%	6
2024 Q1	$10.2M	Sell	75,286 -2,211	-3%	-$288K	6.01%	6
2023 Q4	$9.51M	Buy	77,497 +2,390	+3%	+$271K	6.92%	5
2023 Q3	$7.76M	Buy	75,107 +17,313	+30%	+$1.88M	5.66%	7
2023 Q2	$6.39M	Sell	57,794 -36,860	-39%	-$3.62M	5.53%	6
2023 Q1	$8.78M	Buy	94,654 +37,332	+65%	+$3.13M	8.77%	4
2022 Q4	$4.27M	Buy	+57,322	New	+$4.39M	3.88%	5

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Buttonwood Financial Group's IYW Position: Q4 2025 in Review

Buttonwood Financial Group sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,271 shares — an estimated $449K sold.

Buttonwood Financial Group first reported a position in IYW in Q4 2022 and held it in 12 quarters. The position peaked at $16.9M in Q2 2025. 1,251 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Buttonwood Financial Group reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Buttonwood Financial Group sold 2,271 iShares US Technology ETF shares in Q4 2025, an estimated $449K.
Buttonwood Financial Group first reported a position in iShares US Technology ETF in Q4 2022 and held it in 12 quarters.
Buttonwood Financial Group's iShares US Technology ETF position peaked at $16.9M in Q2 2025.
1,251 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Buttonwood Financial Group's 13F filing for Q4 2025, filed 13 Jan 2026.