Copperleaf Capital’s iShares US Technology ETF IYW Stock Holding History

Copperleaf Capital’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	$1.39M	Sell	7,088 -4,417	-38%	-$808K	0.67%	38
2025 Q2	$1.99M	Buy	11,505 +104	+0.9%	+$15.8K	1.01%	25
2025 Q1	$1.6M	Buy	11,401 +705	+7%	+$110K	0.96%	28
2024 Q4	$1.71M	Sell	10,696 -2,419	-18%	-$383K	1.08%	28
2024 Q3	$1.99M	Buy	13,115 +140	+1%	+$20.6K	1.52%	21
2024 Q2	$1.95M	Buy	12,975 +2,646	+26%	+$366K	1.56%	20
2024 Q1	$1.39M	Buy	10,329 +343	+3%	+$44.6K	1.21%	27
2023 Q4	$1.23M	Buy	9,986 +1,974	+25%	+$224K	1.25%	25
2023 Q3	$841K	Sell	8,012 -8,922	-53%	-$970K	0.91%	35
2023 Q2	$1.84M	Buy	16,934 +4,430	+35%	+$435K	1.73%	15
2023 Q1	$1.16M	Sell	12,504 -521	-4%	-$43.7K	1.15%	30
2022 Q4	$970K	Buy	+13,025	New	+$996K	1.12%	28

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Copperleaf Capital's IYW Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares US Technology ETF (IYW) stake by 38% in Q3 2025, selling an estimated $808K and leaving 7,088 shares worth $1.39M. The position accounts for 0.67% of the portfolio, ranked #38.

Copperleaf Capital first reported a position in IYW in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.99M in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Copperleaf Capital held 7,088 shares of iShares US Technology ETF worth $1.39M as of Q3 2025.
Copperleaf Capital sold 4,417 iShares US Technology ETF shares in Q3 2025, an estimated $808K.
iShares US Technology ETF made up 0.67% of Copperleaf Capital's portfolio in Q3 2025, its #38 holding.
Copperleaf Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 12 quarters since.
Copperleaf Capital's iShares US Technology ETF position peaked at $1.99M in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.