Capital Market Strategies’s iShares US Technology ETF IYW Stock Holding History

Capital Market Strategies’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	$403K	Hold	2,324	–	–	0.28%	74
2025 Q1	$326K	Hold	2,324	–	–	0.22%	92
2024 Q4	$371K	Hold	2,324	–	–	0.21%	100
2024 Q3	$352K	Hold	2,324	–	–	0.21%	95
2024 Q2	$350K	Hold	2,324	–	–	0.22%	95
2024 Q1	$314K	Buy	2,324 +60	+3%	+$7.81K	0.24%	93
2023 Q4	$278K	Hold	2,264	–	–	0.24%	107
2023 Q3	$236K	Hold	2,264	–	–	0.24%	111
2023 Q2	$246K	Buy	+2,264	New	+$222K	0.23%	113
2022 Q2	–	Sell	-2,364	Closed	-$244K	–	147
2022 Q1	$244K	Sell	2,364 -70	-3%	-$7.15K	0.21%	127
2021 Q4	$279K	Buy	+2,434	New	+$270K	0.23%	113

Other funds holding IYW

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Capital Market Strategies's IYW Position: Q2 2025 in Review

Capital Market Strategies held its iShares US Technology ETF (IYW) position steady in Q2 2025 at 2,324 shares worth $403K. The position accounts for 0.28% of the portfolio, ranked #74.

Capital Market Strategies first reported a position in IYW in Q4 2021 and has held it in 11 quarters since. 1,165 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Capital Market Strategies held 2,324 shares of iShares US Technology ETF worth $403K as of Q2 2025.
Capital Market Strategies left its iShares US Technology ETF share count unchanged in Q2 2025.
iShares US Technology ETF made up 0.28% of Capital Market Strategies's portfolio in Q2 2025, its #74 holding.
Capital Market Strategies first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 11 quarters since.
1,165 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.