Gateway Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Gateway Wealth Partners’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	-8,888	Closed	-$1.54M	–	417
2025 Q2	$1.54M	Sell	8,888 -777	-8%	-$118K	0.29%	93
2025 Q1	$1.36M	Buy	9,665 +490	+5%	+$76.3K	0.31%	85
2024 Q4	$1.46M	Sell	9,175 -141	-2%	-$22.3K	0.38%	68
2024 Q3	$1.41M	Sell	9,316 -225	-2%	-$33.1K	0.39%	67
2024 Q2	$1.44M	Buy	9,541 +604	+7%	+$83.5K	0.43%	60
2024 Q1	$1.21M	Buy	8,937 +679	+8%	+$88.4K	0.43%	64
2023 Q4	$1.01M	Buy	8,258 +3,011	+57%	+$341K	0.41%	65
2023 Q3	$551K	Sell	5,247 -3,364	-39%	-$366K	0.1%	116
2023 Q2	$937K	Sell	8,611 -505	-6%	-$49.6K	0.17%	88
2023 Q1	$846K	Buy	9,116 +1,953	+27%	+$164K	0.13%	82
2022 Q4	$534K	Buy	+7,163	New	+$548K	0.09%	102

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 22.96% 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

Gateway Wealth Partners's IYW Position: Q3 2025 in Review

Gateway Wealth Partners sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 8,888 shares — an estimated $1.54M sold.

Gateway Wealth Partners first reported a position in IYW in Q4 2022 and held it in 11 quarters. The position peaked at $1.54M in Q2 2025. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Gateway Wealth Partners reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Gateway Wealth Partners sold 8,888 iShares US Technology ETF shares in Q3 2025, an estimated $1.54M.
Gateway Wealth Partners first reported a position in iShares US Technology ETF in Q4 2022 and held it in 11 quarters.
Gateway Wealth Partners's iShares US Technology ETF position peaked at $1.54M in Q2 2025.
1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Gateway Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.