EWG Elevate’s iShares US Technology ETF IYW Stock Holding History

EWG Elevate’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 Q3	$1.7M	Buy	+8,669	New	+$1.59M	0.53%	56
2025 Q2	–	Sell	-29,518	Closed	-$4.15M	–	151
2025 Q1	$4.15M	Buy	29,518 +18,828	+176%	+$2.93M	1.55%	16
2024 Q4	$1.71M	Buy	10,690 +2,133	+25%	+$338K	0.52%	49
2024 Q3	$1.3M	Sell	8,557 -4,357	-34%	-$641K	0.52%	44
2024 Q2	$1.94M	Sell	12,914 -15,086	-54%	-$2.08M	0.71%	44
2024 Q1	$3.78M	Sell	28,000 -51,058	-65%	-$6.65M	1.44%	26
2023 Q4	$9.7M	Buy	+79,058	New	+$8.96M	4.03%	6
2023 Q2	–	Sell	-126,857	Closed	-$11.8M	–	106
2023 Q1	$11.8M	Buy	+126,857	New	+$10.6M	5.02%	2

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate's IYW Position: Q3 2025 in Review

EWG Elevate opened a new position in iShares US Technology ETF (IYW) in Q3 2025: 8,669 shares worth $1.7M. The stake represents 0.53% of the portfolio and ranks #56 among its holdings. This is a return to the name: EWG Elevate previously reported a position in IYW as recently as Q1 2025.

EWG Elevate first reported a position in IYW in Q1 2023 and has held it in 8 quarters since. The position peaked at $11.8M in Q1 2023. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

EWG Elevate held 8,669 shares of iShares US Technology ETF worth $1.7M as of Q3 2025.
iShares US Technology ETF was a new EWG Elevate position in Q3 2025.
iShares US Technology ETF made up 0.53% of EWG Elevate's portfolio in Q3 2025, its #56 holding.
EWG Elevate first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 8 quarters since.
EWG Elevate's iShares US Technology ETF position peaked at $11.8M in Q1 2023.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.