EL
IYW icon

Essex LLC’s iShares US Technology ETF IYW Stock Holding History

Essex LLC’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
2026
Q1 		$8.68M Buy
47,849
+338
+0.7% +$65.3K 1.53% 16
2025
Q4 		$9.49M Sell
47,511
-509
-1% -$102K 1.68% 16
2025
Q3 		$9.41M Sell
48,020
-967
-2% -$177K 1.7% 16
2025
Q2 		$8.49M Buy
48,987
+9,962
+26% +$1.51M 1.67% 13
2025
Q1 		$5.48M Sell
39,025
-680
-2% -$106K 1.19% 19
2024
Q4 		$6.33M Sell
39,705
-3,020
-7% -$478K 1.33% 16
2024
Q3 		$6.48M Sell
42,725
-585
-1% -$86K 1.33% 16
2024
Q2 		$6.52M Buy
43,310
+40
+0.1% +$5.53K 1.46% 16
2024
Q1 		$5.84M Sell
43,270
-1,380
-3% -$180K 1.35% 16
2023
Q4 		$5.48M Sell
44,650
-7,917
-15% -$897K 1.36% 16
2023
Q3 		$5.52M Sell
52,567
-10,156
-16% -$1.1M 1.55% 14
2023
Q2 		$6.83M Sell
62,723
-2,974
-5% -$292K 1.9% 10
2023
Q1 		$4.89M Hold
65,697
– – 1.48% 18
2022
Q4 		$4.89M Buy
65,697
+9,908
+18% +$758K 1.48% 18
2022
Q3 		$4.09M Buy
55,789
+1,885
+3% +$160K 1.35% 19
2022
Q2 		$4.31M Sell
53,904
-520
-1% -$46K 1.34% 20
2022
Q1 		$5.61M Sell
54,424
-1,225
-2% -$125K 1.52% 19
2021
Q4 		$6.39M Sell
55,649
-1,936
-3% -$215K 1.71% 14
2021
Q3 		$5.83M Buy
+57,585
New +$6.01M 1.62% 16

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return