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Financial Sense Advisors’s iShares US Technology ETF IYW Stock Holding History

Financial Sense 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
Q3 		– Sell
-1,179
Closed -$204K – 168
2025
Q2 		$204K Buy
+1,179
New +$179K 0.05% 134
2024
Q4 		– Sell
-1,667
Closed -$253K – 122
2024
Q3 		$253K Buy
1,667
+1
+0.1% +$147 0.07% 104
2024
Q2 		$251K Buy
+1,666
New +$230K 0.08% 106
2024
Q1 		– Sell
-1,754
Closed -$215K – 129
2023
Q4 		$215K Buy
+1,754
New +$199K 0.08% 101

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Sense Advisors's IYW Position: Q3 2025 in Review

Financial Sense Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 1,179 shares — an estimated $204K sold.

Financial Sense Advisors first reported a position in IYW in Q4 2023 and held it in 4 quarters. The position peaked at $253K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Financial Sense Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 1,179 iShares US Technology ETF shares in Q3 2025, an estimated $204K.
  • Financial Sense Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 4 quarters.
  • Financial Sense Advisors's iShares US Technology ETF position peaked at $253K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Financial Sense Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.