FLP Wealth Management’s iShares US Technology ETF IYW Stock Holding History

FLP Wealth 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 Q1	–	Sell	-822	Closed	-$131K	–	267
2024 Q4	$131K	Buy	+822	New	+$130K	0.34%	71

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

FLP Wealth Management's IYW Position: Q1 2025 in Review

FLP Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 822 shares — an estimated $131K sold.

FLP Wealth Management first reported a position in IYW in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

FLP Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 822 iShares US Technology ETF shares in Q1 2025, an estimated $131K.
FLP Wealth Management first reported a position in iShares US Technology ETF in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's iShares US Technology ETF position peaked at $131K in Q4 2024.
1,100 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.