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

Drive 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 Q1	–	Sell	-3,389	Closed	-$541K	–	353
2024 Q4	$541K	Sell	3,389 -159	-4%	-$25.2K	0.13%	120
2024 Q3	$538K	Buy	3,548 +13	+0.4%	+$1.91K	0.14%	121
2024 Q2	$532K	Hold	3,535	–	–	0.14%	123
2024 Q1	$477K	Hold	3,535	–	–	0.13%	140
2023 Q4	$434K	Buy	+3,535	New	+$400K	0.14%	139
2023 Q3	–	Sell	-4,748	Closed	-$517K	–	290
2023 Q2	$517K	Sell	4,748 -164	-3%	-$16.1K	0.19%	112
2023 Q1	$456K	Buy	4,912 +4	+0.1%	+$336	0.19%	129
2022 Q4	$366K	Buy	4,908 +12	+0.2%	+$918	0.18%	131
2022 Q3	$359K	Hold	4,896	–	–	0.34%	85
2022 Q2	$391K	Hold	4,896	–	–	0.36%	80
2022 Q1	$504K	Hold	4,896	–	–	0.42%	61
2021 Q4	$562K	Buy	+4,896	New	+$544K	0.49%	49

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Drive Wealth Management's IYW Position: Q1 2025 in Review

Drive Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 3,389 shares — an estimated $541K sold.

Drive Wealth Management first reported a position in IYW in Q4 2021 and held it in 12 quarters. The position peaked at $562K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Drive Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 3,389 iShares US Technology ETF shares in Q1 2025, an estimated $541K.
Drive Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and held it in 12 quarters.
Drive Wealth Management's iShares US Technology ETF position peaked at $562K in Q4 2021.
1,100 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.