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

Certus 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 Q3	$956K	Sell	4,883 -11,820	-71%	-$2.16M	0.57%	36
2025 Q2	$2.89M	Sell	16,703 -1,102	-6%	-$167K	1.86%	15
2025 Q1	$2.76M	Buy	17,805 +1,863	+12%	+$290K	1.88%	16
2024 Q4	$2.59M	Sell	15,942 -454	-3%	-$71.8K	1.74%	14
2024 Q3	$2.49M	Buy	16,396 +10,318	+170%	+$1.52M	1.73%	15
2024 Q2	$915K	Buy	6,078 +19	+0.3%	+$2.63K	0.69%	30
2024 Q1	$801K	Buy	6,059 +216	+4%	+$28.1K	0.64%	30
2023 Q4	$717K	Buy	5,843 +1,910	+49%	+$216K	0.61%	35
2023 Q3	$413K	Buy	3,933 +52	+1%	+$5.66K	0.39%	44
2023 Q2	$423K	Buy	+3,881	New	+$381K	0.42%	42

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Certus Wealth Management's IYW Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares US Technology ETF (IYW) stake by 71% in Q3 2025, selling an estimated $2.16M and leaving 4,883 shares worth $956K. The position accounts for 0.57% of the portfolio, ranked #36.

Certus Wealth Management first reported a position in IYW in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.89M in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Certus Wealth Management held 4,883 shares of iShares US Technology ETF worth $956K as of Q3 2025.
Certus Wealth Management sold 11,820 iShares US Technology ETF shares in Q3 2025, an estimated $2.16M.
iShares US Technology ETF made up 0.57% of Certus Wealth Management's portfolio in Q3 2025, its #36 holding.
Certus Wealth Management first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares US Technology ETF position peaked at $2.89M in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.