Financial Services Advisory’s iShares US Technology ETF IYW Stock Holding History

Financial Services Advisory’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	-4,675	Closed	-$916K	–	66
2025 Q3	$916K	Sell	4,675 -402	-8%	-$73.5K	0.35%	40
2025 Q2	$880K	Buy	+5,077	New	+$770K	0.42%	30
2024 Q3	–	Sell	-5,663	Closed	-$852K	–	59
2024 Q2	$852K	Buy	+5,663	New	+$783K	0.23%	39
2024 Q1	–	Sell	-7,213	Closed	-$885K	–	58
2023 Q4	$885K	Buy	+7,213	New	+$817K	0.25%	42
2023 Q3	–	Sell	-8,736	Closed	-$951K	–	52
2023 Q2	$951K	Buy	8,736 +190	+2%	+$18.7K	0.39%	28
2023 Q1	$793K	Buy	+8,546	New	+$717K	0.52%	27
2021 Q4	–	Sell	-7,128	Closed	-$722K	–	46
2021 Q3	$722K	Buy	+7,128	New	+$744K	0.24%	36

Other funds holding IYW

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Financial Services Advisory's IYW Position: Q4 2025 in Review

Financial Services Advisory sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 4,675 shares — an estimated $916K sold.

Financial Services Advisory first reported a position in IYW in Q3 2021 and held it in 7 quarters. The position peaked at $951K in Q2 2023. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Financial Services Advisory reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Financial Services Advisory sold 4,675 iShares US Technology ETF shares in Q4 2025, an estimated $916K.
Financial Services Advisory first reported a position in iShares US Technology ETF in Q3 2021 and held it in 7 quarters.
Financial Services Advisory's iShares US Technology ETF position peaked at $951K in Q2 2023.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Financial Services Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.