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

Clearview 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
Q4 		– Sell
-4,906
Closed -$961K – 105
2025
Q3 		$961K Sell
4,906
-317
-6% -$58K 0.62% 36
2025
Q2 		$905K Sell
5,223
-372
-7% -$56.4K 0.63% 37
2025
Q1 		$786K Sell
5,595
-442
-7% -$68.8K 0.59% 35
2024
Q4 		$963K Sell
6,037
-705
-10% -$112K 0.73% 32
2024
Q3 		$1.02M Buy
6,742
+348
+5% +$51.2K 0.79% 27
2024
Q2 		$962K Sell
6,394
-3,698
-37% -$511K 0.84% 29
2024
Q1 		$1.36M Buy
10,092
+6,237
+162% +$812K 1.39% 17
2023
Q4 		$473K Buy
3,855
+840
+28% +$95.2K 0.55% 57
2023
Q3 		$316K Sell
3,015
-2,442
-45% -$266K 0.39% 84
2023
Q2 		$594K Sell
5,457
-292
-5% -$28.7K 0.6% 50
2023
Q1 		$534K Sell
5,749
-6,147
-52% -$516K 0.54% 58
2022
Q4 		$886K Buy
11,896
+10,716
+908% +$820K 0.68% 34
2022
Q3 		$87K Sell
1,180
-161
-12% -$13.7K 0.07% 127
2022
Q2 		$107K Sell
1,341
-12,595
-90% -$1.11M 0.08% 117
2022
Q1 		$1.44M Sell
13,936
-1,735
-11% -$177K 0.94% 22
2021
Q4 		$1.8M Sell
15,671
-3,833
-20% -$426K 1.1% 20
2021
Q3 		$1.98M Buy
+19,504
New +$2.04M 1.25% 19

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Clearview Wealth Advisors's IYW Position: Q4 2025 in Review

Clearview Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 4,906 shares — an estimated $961K sold.

Clearview Wealth Advisors first reported a position in IYW in Q3 2021 and held it in 17 quarters. The position peaked at $1.98M in Q3 2021. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Clearview Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Clearview Wealth Advisors sold 4,906 iShares US Technology ETF shares in Q4 2025, an estimated $961K.
  • Clearview Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2021 and held it in 17 quarters.
  • Clearview Wealth Advisors's iShares US Technology ETF position peaked at $1.98M in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.