FullCircle Wealth’s iShares US Technology ETF IYW Stock Holding History

FullCircle Wealth’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	$366K	Sell	1,796 -5,086	-74%	-$930K	0.13%	171
2025 Q2	$1.25M	Sell	6,882 -682	-9%	-$103K	0.47%	70
2025 Q1	$1.07M	Buy	7,564 +413	+6%	+$64.3K	0.44%	75
2024 Q4	$1.18M	Buy	7,151 +327	+5%	+$51.7K	0.48%	66
2024 Q3	$1.06M	Sell	6,824 -544	-7%	-$80K	0.48%	72
2024 Q2	$1.06M	Buy	+7,368	New	+$1.02M	0.52%	61

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

FullCircle Wealth's IYW Position: Q3 2025 in Review

FullCircle Wealth reduced its iShares US Technology ETF (IYW) stake by 74% in Q3 2025, selling an estimated $930K and leaving 1,796 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #171.

FullCircle Wealth first reported a position in IYW in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

FullCircle Wealth held 1,796 shares of iShares US Technology ETF worth $366K as of Q3 2025.
FullCircle Wealth sold 5,086 iShares US Technology ETF shares in Q3 2025, an estimated $930K.
iShares US Technology ETF made up 0.13% of FullCircle Wealth's portfolio in Q3 2025, its #171 holding.
FullCircle Wealth first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's iShares US Technology ETF position peaked at $1.25M in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.