FRA
IYW icon

FFG Retirement Advisors’s iShares US Technology ETF IYW Stock Holding History

FFG Retirement Advisors’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
-5,580
Closed -$1.09M – 45
2025
Q3 		$1.09M Sell
5,580
-5,966
-52% -$1.09M 0.68% 42
2025
Q2 		$2M Sell
11,546
-493
-4% -$74.7K 1.25% 30
2025
Q1 		$1.69M Sell
12,039
-2,531
-17% -$394K 1.15% 30
2024
Q4 		$2.32M Sell
14,570
-523
-3% -$82.8K 1.52% 26
2024
Q3 		$2.29M Sell
15,093
-107
-0.7% -$15.7K 1.49% 24
2024
Q2 		$2.29M Buy
15,200
+2,220
+17% +$307K 1.59% 25
2024
Q1 		$1.75M Sell
12,980
-1,279
-9% -$166K 1.23% 27
2023
Q4 		$1.75M Buy
14,259
+4,054
+40% +$459K 1.35% 22
2023
Q3 		$1.07M Sell
10,205
-11,756
-54% -$1.28M 0.89% 30
2023
Q2 		$2.39M Buy
21,961
+3,006
+16% +$295K 1.91% 19
2023
Q1 		$1.76M Sell
18,955
-422
-2% -$35.4K 1.51% 22
2022
Q4 		$1.44M Buy
+19,377
New +$1.48M 1.32% 25

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 22.96% 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

FFG Retirement Advisors's IYW Position: Q4 2025 in Review

FFG Retirement Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 5,580 shares — an estimated $1.09M sold.

FFG Retirement Advisors first reported a position in IYW in Q4 2022 and held it in 12 quarters. The position peaked at $2.39M in Q2 2023. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • FFG Retirement Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • FFG Retirement Advisors sold 5,580 iShares US Technology ETF shares in Q4 2025, an estimated $1.09M.
  • FFG Retirement Advisors first reported a position in iShares US Technology ETF in Q4 2022 and held it in 12 quarters.
  • FFG Retirement Advisors's iShares US Technology ETF position peaked at $2.39M in Q2 2023.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on FFG Retirement Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.