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Claris Financial’s iShares US Technology ETF IYW Stock Holding History

Claris Financial’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
-1,146
Closed -$225K – 186
2025
Q3 		$225K Sell
1,146
-44
-4% -$8.05K 0.13% 152
2025
Q2 		$206K Buy
+1,190
New +$180K 0.16% 131

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 22.9% 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

Claris Financial's IYW Position: Q4 2025 in Review

Claris Financial sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,146 shares — an estimated $225K sold.

Claris Financial first reported a position in IYW in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Claris Financial reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Claris Financial sold 1,146 iShares US Technology ETF shares in Q4 2025, an estimated $225K.
  • Claris Financial first reported a position in iShares US Technology ETF in Q2 2025 and held it in 2 quarters.
  • Claris Financial's iShares US Technology ETF position peaked at $225K in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Claris Financial's 13F filing for Q4 2025, filed 19 Feb 2026.