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Capital A Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Capital A Wealth Management’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 		$9.82K Sell
80
-1,348
-94% -$204K 0.11% 195
2025
Q1 		$201K Sell
1,428
-4,450
-76% -$693K 0.21% 63
2024
Q4 		$938K Buy
+5,878
New +$930K 1.56% 16

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Capital A Wealth Management's IYW Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares US Technology ETF (IYW) stake by 94% in Q2 2025, selling an estimated $204K and leaving 80 shares worth $9.82K. The position accounts for 0.11% of the portfolio, ranked #195.

Capital A Wealth Management first reported a position in IYW in Q4 2024 and has held it in 3 quarters since. The position peaked at $938K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Capital A Wealth Management held 80 shares of iShares US Technology ETF worth $9.82K as of Q2 2025.
  • Capital A Wealth Management sold 1,348 iShares US Technology ETF shares in Q2 2025, an estimated $204K.
  • iShares US Technology ETF made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #195 holding.
  • Capital A Wealth Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares US Technology ETF position peaked at $938K in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.