Gallagher Fiduciary Advisors’s iShares US Technology ETF IYW Stock Holding History

Gallagher Fiduciary Advisors’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	-2,208	Closed	-$383K	–	329
2025 Q2	$383K	Sell	2,208 -475	-18%	-$72K	0.01%	216
2025 Q1	$377K	Buy	2,683 +310	+13%	+$48.3K	0.01%	192
2024 Q4	$378K	Buy	2,373 +967	+69%	+$153K	0.07%	185
2024 Q3	$213K	Sell	1,406 -7,295	-84%	-$1.07M	0.04%	249
2024 Q2	$1.31M	Buy	8,701 +351	+4%	+$48.5K	0.29%	41
2024 Q1	$1.13M	Buy	8,350 +645	+8%	+$84K	0.04%	53
2023 Q4	$946K	Sell	7,705 -846	-10%	-$95.8K	0.03%	56
2023 Q3	$897K	Sell	8,551 -3,562	-29%	-$387K	0.08%	52
2023 Q2	$1.32M	Buy	12,113 +771	+7%	+$75.7K	0.1%	48
2023 Q1	$1.05M	Buy	+11,342	New	+$952K	0.09%	58

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

Gallagher Fiduciary Advisors's IYW Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 2,208 shares — an estimated $383K sold.

Gallagher Fiduciary Advisors first reported a position in IYW in Q1 2023 and held it in 10 quarters. The position peaked at $1.32M in Q2 2023. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 2,208 iShares US Technology ETF shares in Q3 2025, an estimated $383K.
Gallagher Fiduciary Advisors first reported a position in iShares US Technology ETF in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's iShares US Technology ETF position peaked at $1.32M in Q2 2023.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.