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Carolinas Wealth Consulting’s iShares US Technology ETF IYW Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-776
Closed -$109K – 491
2025
Q1 		$109K Hold
776
– – 0.02% 229
2024
Q4 		$124K Hold
776
– – 0.02% 225
2024
Q3 		$118K Hold
776
– – 0.02% 234
2024
Q2 		$117K Hold
776
– – 0.02% 236
2024
Q1 		$105K Buy
+776
New +$101K 0.02% 248
2023
Q3 		– Sell
-1,576
Closed -$172K – 1070
2023
Q2 		$172K Buy
1,576
+1
+0.1% +$98 0.03% 185
2023
Q1 		$146K Sell
1,575
-98
-6% -$8.22K 0.03% 213
2022
Q4 		$125K Sell
1,673
-119
-7% -$9.1K 0.03% 229
2022
Q3 		$131K Buy
1,792
+3
+0.2% +$254 0.03% 202
2022
Q2 		$143K Sell
1,789
-722
-29% -$63.9K 0.04% 197
2022
Q1 		$259K Buy
2,511
+51
+2% +$5.21K 0.06% 142
2021
Q4 		$283K Buy
2,460
+2
+0.1% +$222 0.06% 138
2021
Q3 		$249K Sell
2,458
-139
-5% -$14.5K 0.06% 137
2021
Q2 		$258K Sell
2,597
-191
-7% -$17.8K 0.06% 142
2021
Q1 		$245K Sell
2,788
-324
-10% -$28.4K 0.06% 141
2020
Q4 		$265K Sell
3,112
-200
-6% -$16K 0.07% 127
2020
Q3 		$249K Sell
3,312
-196
-6% -$14.3K 0.08% 107
2020
Q2 		$237K Buy
3,508
+244
+7% +$14.7K 0.09% 95
2020
Q1 		$166K Buy
3,264
+2,440
+296% +$141K 0.09% 102
2019
Q4 		$47K Buy
+824
New +$44.8K 0.05% 70

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Carolinas Wealth Consulting's IYW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 776 shares — an estimated $109K sold.

Carolinas Wealth Consulting first reported a position in IYW in Q4 2019 and held it in 20 quarters. The position peaked at $283K in Q4 2021. 1,166 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 776 iShares US Technology ETF shares in Q2 2025, an estimated $109K.
  • Carolinas Wealth Consulting first reported a position in iShares US Technology ETF in Q4 2019 and held it in 20 quarters.
  • Carolinas Wealth Consulting's iShares US Technology ETF position peaked at $283K in Q4 2021.
  • 1,166 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.