Dentgroup’s iShares US Technology ETF IYW Stock Holding History

Dentgroup’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	$600K	Sell	3,005 -12	-0.4%	-$2.4K	0.41%	61
2025 Q3	$591K	Buy	3,017 +368	+14%	+$67.3K	0.38%	63
2025 Q2	$459K	Sell	2,649 -662	-20%	-$100K	0.32%	69
2025 Q1	$465K	Sell	3,311 -175	-5%	-$27.3K	0.35%	63
2024 Q4	$556K	Buy	3,486 +33	+1%	+$5.22K	0.43%	53
2024 Q3	$524K	Sell	3,453 -104	-3%	-$15.3K	0.39%	59
2024 Q2	$535K	Sell	3,557 -830	-19%	-$115K	0.43%	57
2024 Q1	$593K	Buy	4,387 +514	+13%	+$66.9K	0.49%	45
2023 Q4	$475K	Sell	3,873 -6,397	-62%	-$725K	0.42%	52
2023 Q3	$1.08M	Sell	10,270 -3,640	-26%	-$396K	0.79%	42
2023 Q2	$1.51M	Buy	13,910 +4,570	+49%	+$449K	1.09%	29
2023 Q1	$867K	Buy	9,340 +3,963	+74%	+$333K	0.7%	45
2022 Q4	$401K	Buy	+5,377	New	+$411K	0.35%	67

Other funds holding IYW

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dentgroup's IYW Position: Q4 2025 in Review

Dentgroup reduced its iShares US Technology ETF (IYW) stake by 0.4% in Q4 2025, selling an estimated $2.4K and leaving 3,005 shares worth $600K. The position accounts for 0.41% of the portfolio, ranked #61.

Dentgroup first reported a position in IYW in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.51M in Q2 2023. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Dentgroup held 3,005 shares of iShares US Technology ETF worth $600K as of Q4 2025.
Dentgroup sold 12 iShares US Technology ETF shares in Q4 2025, an estimated $2.4K.
iShares US Technology ETF made up 0.41% of Dentgroup's portfolio in Q4 2025, its #61 holding.
Dentgroup first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 13 quarters since.
Dentgroup's iShares US Technology ETF position peaked at $1.51M in Q2 2023.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.