Full Sail Capital’s iShares US Technology ETF IYW Stock Holding History

Full Sail Capital’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	$1.24M	Sell	6,352 -134	-2%	-$24.5K	0.07%	85
2025 Q2	$1.12M	Buy	6,486 +746	+13%	+$113K	0.06%	85
2025 Q1	$806K	Sell	5,740 -462	-7%	-$72K	0.05%	99
2024 Q4	$989K	Buy	6,202 +9	+0.1%	+$1.42K	0.06%	85
2024 Q3	$939K	Hold	6,193	–	–	0.06%	86
2024 Q2	$932K	Sell	6,193 -23	-0.4%	-$3.18K	0.06%	90
2024 Q1	$840K	Buy	6,216 +675	+12%	+$87.9K	0.06%	96
2023 Q4	$680K	Sell	5,541 -428	-7%	-$48.5K	0.05%	105
2023 Q3	$626K	Sell	5,969 -68	-1%	-$7.39K	0.05%	97
2023 Q2	$657K	Sell	6,037 -467	-7%	-$45.9K	0.06%	97
2023 Q1	$604K	Buy	6,504 +9	+0.1%	+$755	0.05%	98
2022 Q4	$484K	Buy	+6,495	New	+$497K	0.05%	106

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Full Sail Capital's IYW Position: Q3 2025 in Review

Full Sail Capital reduced its iShares US Technology ETF (IYW) stake by 2.1% in Q3 2025, selling an estimated $24.5K and leaving 6,352 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #85.

Full Sail Capital first reported a position in IYW in Q4 2022 and has held it in 12 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Full Sail Capital held 6,352 shares of iShares US Technology ETF worth $1.24M as of Q3 2025.
Full Sail Capital sold 134 iShares US Technology ETF shares in Q3 2025, an estimated $24.5K.
iShares US Technology ETF made up 0.07% of Full Sail Capital's portfolio in Q3 2025, its #85 holding.
Full Sail Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 12 quarters since.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.