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Elios Financial Group’s iShares US Technology ETF IYW Stock Holding History

Elios Financial Group’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
Q2 		$647K Sell
3,736
-661
-15% -$100K 0.29% 70
2025
Q1 		$618K Buy
4,397
+20
+0.5% +$3.12K 0.3% 61
2024
Q4 		$698K Sell
4,377
-5
-0.1% -$791 0.33% 58
2024
Q3 		$664K Buy
+4,382
New +$644K 0.31% 62

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Elios Financial Group's IYW Position: Q2 2025 in Review

Elios Financial Group reduced its iShares US Technology ETF (IYW) stake by 15% in Q2 2025, selling an estimated $100K and leaving 3,736 shares worth $647K. The position accounts for 0.29% of the portfolio, ranked #70.

Elios Financial Group first reported a position in IYW in Q3 2024 and has held it in 4 quarters since. The position peaked at $698K in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Elios Financial Group held 3,736 shares of iShares US Technology ETF worth $647K as of Q2 2025.
  • Elios Financial Group sold 661 iShares US Technology ETF shares in Q2 2025, an estimated $100K.
  • iShares US Technology ETF made up 0.29% of Elios Financial Group's portfolio in Q2 2025, its #70 holding.
  • Elios Financial Group first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares US Technology ETF position peaked at $698K in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.