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Financial Advocates Investment Management’s iShares US Technology ETF IYW Stock Holding History

Financial Advocates Investment 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
Q3 		$800K Sell
4,084
-6,699
-62% -$1.23M 0.45% 58
2025
Q2 		$1.87M Buy
10,783
+3,305
+44% +$501K 0.15% 138
2025
Q1 		$841K Sell
7,478
-4,566
-38% -$711K 0.06% 317
2024
Q4 		$1.92M Sell
12,044
-23,608
-66% -$3.74M 0.11% 187
2024
Q3 		$2.38M Buy
35,652
+23,469
+193% +$3.45M 0.13% 162
2024
Q2 		$1.83M Buy
12,183
+8,657
+246% +$1.2M 0.11% 179
2024
Q1 		$466K Buy
3,526
+108
+3% +$14.1K 0.03% 468
2023
Q4 		$411K Sell
3,418
-841
-20% -$95.3K 0.03% 471
2023
Q3 		$440K Sell
4,259
-12,719
-75% -$1.38M 0.03% 445
2023
Q2 		$1.85M Buy
16,978
+10,644
+168% +$1.05M 0.13% 174
2023
Q1 		$651K Buy
6,334
+4,002
+172% +$336K 0.05% 369
2022
Q4 		$258K Buy
+2,332
New +$178K 0.02% 601
2022
Q2 		– Sell
-4,142
Closed -$426K – 741
2022
Q1 		$426K Sell
4,142
-955
-19% -$97.5K 0.03% 481
2021
Q4 		$543K Sell
5,097
-12,261
-71% -$1.36M 0.03% 465
2021
Q3 		$774K Buy
17,358
+13,031
+301% +$1.36M 0.05% 378
2021
Q2 		$430K Sell
4,327
-14,113
-77% -$1.32M 0.03% 513
2021
Q1 		$736K Buy
18,440
+15,546
+537% +$1.36M 0.05% 390
2020
Q4 		$266K Sell
2,894
-66
-2% -$5.27K 0.02% 596
2020
Q3 		$223K Sell
2,960
-2,368
-44% -$173K 0.02% 551
2020
Q2 		$210K Buy
+5,328
New +$322K 0.02% 554
2018
Q4 		– Sell
-4,692
Closed -$228K – 474
2018
Q3 		$228K Sell
4,692
-2,000
-30% -$94.5K 0.03% 449
2018
Q2 		$301K Sell
6,692
-44
-0.7% -$1.95K 0.04% 368
2018
Q1 		$283K Buy
6,736
+200
+3% +$8.61K 0.04% 379
2017
Q4 		$266K Buy
+6,536
New +$262K 0.04% 385

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's IYW Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares US Technology ETF (IYW) stake by 62% in Q3 2025, selling an estimated $1.23M and leaving 4,084 shares worth $800K. The position accounts for 0.45% of the portfolio, ranked #58.

Financial Advocates Investment Management first reported a position in IYW in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.38M in Q3 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Financial Advocates Investment Management held 4,084 shares of iShares US Technology ETF worth $800K as of Q3 2025.
  • Financial Advocates Investment Management sold 6,699 iShares US Technology ETF shares in Q3 2025, an estimated $1.23M.
  • iShares US Technology ETF made up 0.45% of Financial Advocates Investment Management's portfolio in Q3 2025, its #58 holding.
  • Financial Advocates Investment Management first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 24 quarters since.
  • Financial Advocates Investment Management's iShares US Technology ETF position peaked at $2.38M in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.