First Horizon Advisors’s iShares US Technology ETF IYW Stock Holding History

First Horizon 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 Q2	$15.7M	Sell	90,573 -1,494	-2%	-$226K	0.41%	80
2025 Q1	$12.9M	Buy	92,067 +1,599	+2%	+$249K	0.36%	87
2024 Q4	$14.4M	Sell	90,468 -7,355	-8%	-$1.16M	0.4%	75
2024 Q3	$14.8M	Sell	97,823 -1,796	-2%	-$264K	0.41%	80
2024 Q2	$15M	Buy	99,619 +2,606	+3%	+$360K	0.46%	72
2024 Q1	$13.1M	Buy	97,013 +6,509	+7%	+$847K	0.41%	84
2023 Q4	$11.1M	Buy	90,504 +19,240	+27%	+$2.18M	0.37%	92
2023 Q3	$7.48M	Sell	71,264 -7,752	-10%	-$843K	0.27%	112
2023 Q2	$8.6M	Buy	79,016 +50,660	+179%	+$4.98M	0.3%	104
2023 Q1	$2.63M	Buy	28,356 +6,404	+29%	+$537K	0.09%	194
2022 Q4	$1.64M	Buy	21,952 +18,675	+570%	+$1.43M	0.06%	223
2022 Q3	$240K	Sell	3,277 -156	-5%	-$13.2K	0.01%	404
2022 Q2	$274K	Buy	3,433 +470	+16%	+$41.6K	0.01%	412
2022 Q1	$305K	Sell	2,963 -845	-22%	-$86.3K	0.02%	329
2021 Q4	$436K	Sell	3,808 -3,069	-45%	-$341K	0.01%	372
2021 Q3	$695K	Buy	6,877 +2,887	+72%	+$301K	0.02%	298
2021 Q2	$396K	Buy	3,990 +630	+19%	+$58.8K	0.02%	300
2021 Q1	$294K	Buy	+3,360	New	+$294K	0.02%	330
2015 Q2	–	Sell	-208	Closed	-$5K	–	1456
2015 Q1	$5K	Buy	+208	New	+$5.47K	﹤0.01%	1230

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

First Horizon Advisors's IYW Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q2 2025, selling an estimated $226K and leaving 90,573 shares worth $15.7M. The position accounts for 0.41% of the portfolio, ranked #80.

First Horizon Advisors first reported a position in IYW in Q1 2015 and has held it in 19 quarters since. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

First Horizon Advisors held 90,573 shares of iShares US Technology ETF worth $15.7M as of Q2 2025.
First Horizon Advisors sold 1,494 iShares US Technology ETF shares in Q2 2025, an estimated $226K.
iShares US Technology ETF made up 0.41% of First Horizon Advisors's portfolio in Q2 2025, its #80 holding.
First Horizon Advisors first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 19 quarters since.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.