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Concord Asset Management (Virginia)’s iShares US Technology ETF IYW Stock Holding History

Concord Asset Management (Virginia)’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 		– Sell
-5,431
Closed -$941K – 167
2025
Q2 		$941K Buy
+5,431
New +$823K 0.14% 133

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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Concord Asset Management (Virginia)'s IYW Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 5,431 shares — an estimated $941K sold.

Concord Asset Management (Virginia) first reported a position in IYW in Q2 2025 and held it in 1 quarter. The position peaked at $941K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 5,431 iShares US Technology ETF shares in Q3 2025, an estimated $941K.
  • Concord Asset Management (Virginia) first reported a position in iShares US Technology ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares US Technology ETF position peaked at $941K in Q2 2025.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.