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IYW icon

Callan Capital’s iShares US Technology ETF IYW Stock Holding History

Callan 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 		$241K Sell
1,713
-1
-0.1% -$156 0.02% 321
2024
Q4 		$273K Hold
1,714
– – 0.02% 269
2024
Q3 		$260K Hold
1,714
– – 0.02% 285
2024
Q2 		$258K Hold
1,714
– – 0.02% 255
2024
Q1 		$231K Hold
1,714
– – 0.02% 252
2023
Q4 		$210K Buy
+1,714
New +$194K 0.02% 212

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

Callan Capital's IYW Position: Q1 2025 in Review

Callan Capital reduced its iShares US Technology ETF (IYW) stake by 0.06% in Q1 2025, selling an estimated $156 and leaving 1,713 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #321.

Callan Capital first reported a position in IYW in Q4 2023 and has held it in 6 quarters since. The position peaked at $273K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Callan Capital held 1,713 shares of iShares US Technology ETF worth $241K as of Q1 2025.
  • Callan Capital sold 1 iShares US Technology ETF share in Q1 2025, an estimated $156.
  • iShares US Technology ETF made up 0.02% of Callan Capital's portfolio in Q1 2025, its #321 holding.
  • Callan Capital first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 6 quarters since.
  • Callan Capital's iShares US Technology ETF position peaked at $273K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.