EWM
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Evermay Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Evermay Wealth Management’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 		– Sell
-85
Closed -$11.9K – 588
2025
Q1 		$11.9K Hold
85
– – ﹤0.01% 429
2024
Q4 		$13.6K Hold
85
– – ﹤0.01% 408
2024
Q3 		$12.9K Buy
+85
New +$12.5K ﹤0.01% 436

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Evermay Wealth Management's IYW Position: Q2 2025 in Review

Evermay Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 85 shares — an estimated $11.9K sold.

Evermay Wealth Management first reported a position in IYW in Q3 2024 and held it in 3 quarters. The position peaked at $13.6K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Evermay Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 85 iShares US Technology ETF shares in Q2 2025, an estimated $11.9K.
  • Evermay Wealth Management first reported a position in iShares US Technology ETF in Q3 2024 and held it in 3 quarters.
  • Evermay Wealth Management's iShares US Technology ETF position peaked at $13.6K in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.