EPW
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Evergreen Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Evergreen Private 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
Q4 		– Sell
-56
Closed -$11K – 153
2025
Q3 		$11K Buy
56
+4
+8% +$732 ﹤0.01% 155
2025
Q2 		$8.95K Buy
52
+7
+16% +$1.06K ﹤0.01% 158
2025
Q1 		$6.37K Hold
45
– – ﹤0.01% 157
2024
Q4 		$7.24K Hold
45
– – ﹤0.01% 164
2024
Q3 		$6.88K Hold
45
– – ﹤0.01% 165
2024
Q2 		$6.83K Hold
45
– – ﹤0.01% 171
2024
Q1 		$6.13K Buy
45
+8
+22% +$1.04K ﹤0.01% 176
2023
Q4 		$4.59K Buy
+37
New +$4.19K ﹤0.01% 187

Other funds holding IYW

Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Evergreen Private Wealth's IYW Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 56 shares — an estimated $11K sold.

Evergreen Private Wealth first reported a position in IYW in Q4 2023 and held it in 8 quarters. The position peaked at $11K in Q3 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Evergreen Private Wealth reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 56 iShares US Technology ETF shares in Q4 2025, an estimated $11K.
  • Evergreen Private Wealth first reported a position in iShares US Technology ETF in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's iShares US Technology ETF position peaked at $11K in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.