Freedom Investment Management’s iShares US Technology ETF IYW Stock Holding History

Freedom Investment 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 Q3	–	Sell	-3,210	Closed	-$556K	–	416
2025 Q2	$556K	Buy	3,210 +375	+13%	+$56.8K	0.04%	414
2025 Q1	$398K	Buy	2,835 +1,486	+110%	+$231K	0.03%	492
2024 Q4	$215K	Sell	1,349 -28	-2%	-$4.43K	0.02%	700
2024 Q3	$209K	Buy	+1,377	New	+$202K	0.02%	703
2020 Q1	–	Sell	-6,236	Closed	-$363K	–	701
2019 Q4	$363K	Buy	+6,236	New	+$339K	0.03%	430
2019 Q3	–	Sell	-41,556	Closed	-$2.06M	–	719
2019 Q2	$2.06M	Sell	41,556 -41,028	-50%	-$2.01M	0.17%	126
2019 Q1	$3.94M	Sell	82,584 -45,048	-35%	-$2M	0.32%	59
2018 Q4	$5.1M	Buy	+127,632	New	+$5.53M	0.4%	34
2016 Q1	–	Sell	-127,440	Closed	-$3.41M	–	860
2015 Q4	$3.41M	Buy	+127,440	New	+$3.44M	0.26%	45

Other funds holding IYW

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

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

PCH

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Freedom Investment Management's IYW Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 3,210 shares — an estimated $556K sold.

Freedom Investment Management first reported a position in IYW in Q4 2015 and held it in 9 quarters. The position peaked at $5.1M in Q4 2018. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Freedom Investment Management reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 3,210 iShares US Technology ETF shares in Q3 2025, an estimated $556K.
Freedom Investment Management first reported a position in iShares US Technology ETF in Q4 2015 and held it in 9 quarters.
Freedom Investment Management's iShares US Technology ETF position peaked at $5.1M in Q4 2018.
1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.