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

Circle 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
Q4 		– Sell
-2,033
Closed -$398K – 247
2025
Q3 		$398K Buy
2,033
+400
+24% +$73.2K 0.01% 183
2025
Q2 		$283K Sell
1,633
-460
-22% -$69.7K 0.01% 197
2025
Q1 		$294K Hold
2,093
– – 0.01% 195
2024
Q4 		$334K Hold
2,093
– – 0.01% 198
2024
Q3 		$317K Sell
2,093
-263
-11% -$38.7K 0.01% 197
2024
Q2 		$355K Hold
2,356
– – 0.01% 186
2024
Q1 		$318K Sell
2,356
-1,241
-35% -$162K 0.01% 172
2023
Q4 		$441K Buy
3,597
+1
+0% +$113 0.01% 146
2023
Q3 		$377K Hold
3,596
– – 0.01% 155
2023
Q2 		$391K Sell
3,596
-985
-22% -$96.7K 0.05% 120
2023
Q1 		$425K Buy
4,581
+4
+0.1% +$336 0.06% 112
2022
Q4 		$341K Buy
4,577
+10
+0.2% +$765 0.05% 128
2022
Q3 		$335K Hold
4,567
– – 0.06% 126
2022
Q2 		$365K Buy
4,567
+3
+0.1% +$266 0.06% 125
2022
Q1 		$470K Sell
4,564
-898
-16% -$91.7K 0.06% 127
2021
Q4 		$627K Buy
5,462
+7
+0.1% +$777 0.08% 107
2021
Q3 		$552K Hold
5,455
– – 0.08% 110
2021
Q2 		$542K Buy
5,455
+9
+0.2% +$839 0.08% 117
2021
Q1 		$478K Hold
5,446
– – 0.08% 113
2020
Q4 		$463K Buy
5,446
+2
+0% +$160 0.07% 155
2020
Q3 		$410K Buy
5,444
+8
+0.1% +$584 0.07% 129
2020
Q2 		$367K Buy
5,436
+792
+17% +$47.8K 0.06% 138
2020
Q1 		$237K Hold
4,644
– – 0.05% 166
2019
Q4 		$270K Buy
4,644
+16
+0.3% +$870 0.05% 148
2019
Q3 		$236K Hold
4,628
– – 0.05% 147
2019
Q2 		$229K Buy
4,628
+8
+0.2% +$391 0.05% 144
2019
Q1 		$220K Buy
+4,620
New +$205K 0.05% 145

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Circle Wealth Management's IYW Position: Q4 2025 in Review

Circle Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,033 shares — an estimated $398K sold.

Circle Wealth Management first reported a position in IYW in Q1 2019 and held it in 27 quarters. The position peaked at $627K in Q4 2021. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Circle Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Circle Wealth Management sold 2,033 iShares US Technology ETF shares in Q4 2025, an estimated $398K.
  • Circle Wealth Management first reported a position in iShares US Technology ETF in Q1 2019 and held it in 27 quarters.
  • Circle Wealth Management's iShares US Technology ETF position peaked at $627K in Q4 2021.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Circle Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.