CWM
IYW icon

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

Centricity 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 		$117K Sell
678
-70
-9% -$10.6K 0.09% 111
2025
Q1 		$105K Hold
748
– – 0.1% 112
2024
Q4 		$119K Buy
+748
New +$118K 0.11% 103

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
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

Centricity Wealth Management's IYW Position: Q2 2025 in Review

Centricity Wealth Management reduced its iShares US Technology ETF (IYW) stake by 9.4% in Q2 2025, selling an estimated $10.6K and leaving 678 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #111.

Centricity Wealth Management first reported a position in IYW in Q4 2024 and has held it in 3 quarters since. The position peaked at $119K in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Centricity Wealth Management held 678 shares of iShares US Technology ETF worth $117K as of Q2 2025.
  • Centricity Wealth Management sold 70 iShares US Technology ETF shares in Q2 2025, an estimated $10.6K.
  • iShares US Technology ETF made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #111 holding.
  • Centricity Wealth Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares US Technology ETF position peaked at $119K in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.