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Financial Gravity Companies’s iShares US Technology ETF IYW Stock Holding History

Financial Gravity Companies’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 		$393K Buy
+2,269
New +$344K 0.08% 114
2024
Q4 		$387K Sell
2,423
-322
-12% -$50.9K 0.09% 103
2024
Q3 		$416K Buy
+2,745
New +$404K 0.11% 70
2018
Q4 		$586K Buy
+13,424
New +$581K 0.53% 27

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

Financial Gravity Companies's IYW Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares US Technology ETF (IYW) in Q2 2025: 2,269 shares worth $393K. The stake represents 0.08% of the portfolio and ranks #114 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYW as recently as Q4 2024.

Financial Gravity Companies first reported a position in IYW in Q4 2018 and has held it in 4 quarters since. The position peaked at $586K in Q4 2018. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Financial Gravity Companies held 2,269 shares of iShares US Technology ETF worth $393K as of Q2 2025.
  • iShares US Technology ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares US Technology ETF made up 0.08% of Financial Gravity Companies's portfolio in Q2 2025, its #114 holding.
  • Financial Gravity Companies first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares US Technology ETF position peaked at $586K in Q4 2018.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.