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

Future Financial 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 Q4	–	Sell	-240	Closed	-$47K	–	269
2025 Q3	$47K	Hold	240	–	–	0.03%	263
2025 Q2	$41.6K	Hold	240	–	–	0.03%	267
2025 Q1	$33.7K	Hold	240	–	–	0.02%	273
2024 Q4	$38.3K	Sell	240 -565	-70%	-$89.4K	0.03%	267
2024 Q3	$122K	Buy	+805	New	+$118K	0.09%	151
2024 Q2	–	Sell	-770	Closed	-$104K	–	278
2024 Q1	$104K	Buy	+770	New	+$100K	0.08%	168
2022 Q2	–	Sell	-1,763	Closed	-$182K	–	293
2022 Q1	$182K	Sell	1,763 -94	-5%	-$9.6K	0.15%	135
2021 Q4	$214K	Buy	+1,857	New	+$206K	0.17%	115
2021 Q1	–	Sell	-15,628	Closed	-$1.33M	–	117
2020 Q4	$1.33M	Buy	+15,628	New	+$1.25M	1.53%	20

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Future Financial Wealth Management's IYW Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 240 shares — an estimated $47K sold.

Future Financial Wealth Management first reported a position in IYW in Q4 2020 and held it in 9 quarters. The position peaked at $1.33M in Q4 2020. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 240 iShares US Technology ETF shares in Q4 2025, an estimated $47K.
Future Financial Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and held it in 9 quarters.
Future Financial Wealth Management's iShares US Technology ETF position peaked at $1.33M in Q4 2020.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.