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Continuum Advisory’s iShares US Technology ETF IYW Stock Holding History

Continuum Advisory’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 		– Sell
-750
Closed -$105K – 1021
2025
Q1 		$105K Buy
750
+77
+11% +$12K 0.01% 514
2024
Q4 		$107K Buy
673
+13
+2% +$2.06K 0.01% 502
2024
Q3 		$105K Sell
660
-185
-22% -$27.2K 0.01% 511
2024
Q2 		$127K Buy
845
+138
+20% +$19.1K 0.02% 450
2024
Q1 		$94.4K Buy
+707
New +$92K 0.01% 496

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Continuum Advisory's IYW Position: Q2 2025 in Review

Continuum Advisory sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 750 shares — an estimated $105K sold.

Continuum Advisory first reported a position in IYW in Q1 2024 and held it in 5 quarters. The position peaked at $127K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Continuum Advisory reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 750 iShares US Technology ETF shares in Q2 2025, an estimated $105K.
  • Continuum Advisory first reported a position in iShares US Technology ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's iShares US Technology ETF position peaked at $127K in Q2 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.