Clarus Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Clarus Wealth Advisors’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 Q1	–	Sell	-11,127	Closed	-$1.74M	–	120
2024 Q4	$1.74M	Buy	11,127 +382	+4%	+$60.4K	0.87%	32
2024 Q3	$1.62M	Buy	10,745 +197	+2%	+$29K	0.82%	34
2024 Q2	$1.67M	Sell	10,548 -304	-3%	-$42K	0.89%	31
2024 Q1	$1.45M	Sell	10,852 -688	-6%	-$89.6K	0.82%	33
2023 Q4	$1.44M	Buy	+11,540	New	+$1.31M	0.85%	30
2023 Q2	$1.22M	Buy	+11,338	New	+$1.11M	0.74%	34
2019 Q3	–	Sell	-476	Closed	-$23K	–	362
2019 Q2	$23K	Buy	476 +4	+0.8%	+$196	0.02%	350
2019 Q1	$23K	Hold	472	–	–	0.02%	397
2018 Q4	$19K	Hold	472	–	–	0.03%	411
2018 Q3	$23K	Buy	472 +4	+0.9%	+$189	0.02%	413
2018 Q2	$20K	Buy	+468	New	+$20.7K	0.02%	425

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Clarus Wealth Advisors's IYW Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 11,127 shares — an estimated $1.74M sold.

Clarus Wealth Advisors first reported a position in IYW in Q2 2018 and held it in 11 quarters. The position peaked at $1.74M in Q4 2024. 1,099 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Clarus Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 11,127 iShares US Technology ETF shares in Q1 2025, an estimated $1.74M.
Clarus Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2018 and held it in 11 quarters.
Clarus Wealth Advisors's iShares US Technology ETF position peaked at $1.74M in Q4 2024.
1,099 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.