Eaton Financial Holdings’s iShares US Technology ETF IYW Stock Holding History

Eaton Financial Holdings’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	–	Sell	-1,852	Closed	-$363K	–	135
2025 Q3	$363K	Sell	1,852 -40	-2%	-$7.32K	0.1%	108
2025 Q2	$328K	Sell	1,892 -3,441	-65%	-$522K	0.1%	99
2025 Q1	$749K	Sell	5,333 -1,430	-21%	-$223K	0.31%	41
2024 Q4	$1.08M	Sell	6,763 -218	-3%	-$34.5K	0.42%	39
2024 Q3	$1.06M	Buy	+6,981	New	+$1.03M	0.43%	37
2024 Q1	$937K	Buy	6,941 +536	+8%	+$69.8K	0.49%	36
2023 Q4	$786K	Buy	6,405 +2,725	+74%	+$309K	0.19%	105
2023 Q3	$386K	Buy	+3,680	New	+$400K	0.1%	138

Other funds holding IYW

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

PCH

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Eaton Financial Holdings's IYW Position: Q4 2025 in Review

Eaton Financial Holdings sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,852 shares — an estimated $363K sold.

Eaton Financial Holdings first reported a position in IYW in Q3 2023 and held it in 8 quarters. The position peaked at $1.08M in Q4 2024. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Eaton Financial Holdings reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Eaton Financial Holdings sold 1,852 iShares US Technology ETF shares in Q4 2025, an estimated $363K.
Eaton Financial Holdings first reported a position in iShares US Technology ETF in Q3 2023 and held it in 8 quarters.
Eaton Financial Holdings's iShares US Technology ETF position peaked at $1.08M in Q4 2024.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Eaton Financial Holdings's 13F filing for Q4 2025, filed 9 Feb 2026.