EI
IYW icon

Ellevest Inc’s iShares US Technology ETF IYW Stock Holding History

Ellevest Inc’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
-2,763
Closed -$441K – 422
2024
Q4 		$441K Hold
2,763
– – 0.03% 227
2024
Q3 		$419K Hold
2,763
– – 0.02% 258
2024
Q2 		$416K Sell
2,763
-140
-5% -$19.3K 0.02% 243
2024
Q1 		$392K Sell
2,903
-352
-11% -$45.8K 0.02% 262
2023
Q4 		$400K Hold
3,255
– – 0.03% 236
2023
Q3 		$342K Hold
3,255
– – 0.03% 236
2023
Q2 		$354K Hold
3,255
– – 0.03% 237
2023
Q1 		$302K Hold
3,255
– – 0.02% 233
2022
Q4 		$242K Buy
+3,255
New +$249K 0.02% 265
2021
Q3 		– Sell
-203
Closed -$20K – 1494
2021
Q2 		$20K Sell
203
-472
-70% -$44K ﹤0.01% 642
2021
Q1 		$59K Buy
+675
New +$59.1K 0.01% 430

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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

Ellevest Inc's IYW Position: Q1 2025 in Review

Ellevest Inc sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 2,763 shares — an estimated $441K sold.

Ellevest Inc first reported a position in IYW in Q1 2021 and held it in 11 quarters. The position peaked at $441K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Ellevest Inc reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Ellevest Inc sold 2,763 iShares US Technology ETF shares in Q1 2025, an estimated $441K.
  • Ellevest Inc first reported a position in iShares US Technology ETF in Q1 2021 and held it in 11 quarters.
  • Ellevest Inc's iShares US Technology ETF position peaked at $441K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.