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

Congress 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
Q2 		$54.8M Sell
316,228
-2,307
-0.7% -$350K 0.53% 34
2025
Q1 		$44.7M Sell
318,535
-12,386
-4% -$1.93M 0.54% 36
2024
Q4 		$52.8M Buy
330,921
+5,651
+2% +$894K 0.73% 24
2024
Q3 		$49.3M Sell
325,270
-5,439
-2% -$800K 0.66% 24
2024
Q2 		$49.8M Sell
330,709
-5,758
-2% -$796K 0.79% 21
2024
Q1 		$45.4M Sell
336,467
-14,592
-4% -$1.9M 0.78% 24
2023
Q4 		$43.1M Buy
351,059
+4,105
+1% +$465K 0.79% 25
2023
Q3 		$36.4M Sell
346,954
-584
-0.2% -$63.5K 0.75% 28
2023
Q2 		$37.8M Sell
347,538
-12,687
-4% -$1.25M 0.88% 22
2023
Q1 		$33.4M Sell
360,225
-9,918
-3% -$832K 0.81% 26
2022
Q4 		$27.6M Sell
370,143
-3,345
-0.9% -$256K 0.71% 26
2022
Q3 		$27.4M Sell
373,488
-3,653
-1% -$310K 0.74% 24
2022
Q2 		$30.2M Sell
377,141
-651
-0.2% -$57.6K 0.77% 23
2022
Q1 		$38.9M Sell
377,792
-38,934
-9% -$3.98M 0.85% 24
2021
Q4 		$47.8M Buy
+416,726
New +$46.3M 0.95% 21

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Congress Wealth Management's IYW Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.72% in Q2 2025, selling an estimated $350K and leaving 316,228 shares worth $54.8M. The position accounts for 0.53% of the portfolio, ranked #34.

Congress Wealth Management first reported a position in IYW in Q4 2021 and has held it in 15 quarters since. 1,165 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Congress Wealth Management held 316,228 shares of iShares US Technology ETF worth $54.8M as of Q2 2025.
  • Congress Wealth Management sold 2,307 iShares US Technology ETF shares in Q2 2025, an estimated $350K.
  • iShares US Technology ETF made up 0.53% of Congress Wealth Management's portfolio in Q2 2025, its #34 holding.
  • Congress Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,165 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.