Element Wealth’s iShares US Technology ETF IYW Stock Holding History

Element Wealth’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	-451	Closed	-$72K	–	236
2024 Q4	$72K	Buy	451 +175	+63%	+$27.7K	0.04%	189
2024 Q3	$41.8K	Hold	276	–	–	0.02%	202
2024 Q2	$41.5K	Sell	276 -4	-1%	-$553	0.02%	192
2024 Q1	$37.8K	Buy	280 +133	+90%	+$17.3K	0.02%	198
2023 Q4	$18K	Hold	147	–	–	0.01%	205
2023 Q3	$15.4K	Hold	147	–	–	0.01%	200
2023 Q2	$16K	Buy	+147	New	+$14.4K	0.01%	196

Other funds holding IYW

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Element Wealth's IYW Position: Q1 2025 in Review

Element Wealth sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 451 shares — an estimated $72K sold.

Element Wealth first reported a position in IYW in Q2 2023 and held it in 7 quarters. The position peaked at $72K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Element Wealth reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 451 iShares US Technology ETF shares in Q1 2025, an estimated $72K.
Element Wealth first reported a position in iShares US Technology ETF in Q2 2023 and held it in 7 quarters.
Element Wealth's iShares US Technology ETF position peaked at $72K in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.