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Graypoint LLC’s iShares US Technology ETF IYW Stock Holding History

Graypoint LLC’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
Q2 		$5.33M Buy
30,735
+799
+3% +$121K 0.3% 66
2025
Q1 		$4.2M Sell
29,936
-1,022
-3% -$159K 0.26% 76
2024
Q4 		$4.94M Sell
30,958
-197
-0.6% -$31.2K 0.3% 66
2024
Q3 		$4.72M Sell
31,155
-592
-2% -$87.1K 0.3% 65
2024
Q2 		$4.78M Sell
31,747
-264
-0.8% -$36.5K 0.33% 57
2024
Q1 		$4.32M Buy
32,011
+1,701
+6% +$221K 0.31% 67
2023
Q4 		$3.72M Buy
30,310
+2,030
+7% +$230K 0.3% 71
2023
Q3 		$2.97M Buy
+28,280
New +$3.08M 0.28% 80

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Graypoint LLC's IYW Position: Q2 2025 in Review

Graypoint LLC increased its iShares US Technology ETF (IYW) stake by 2.7% in Q2 2025, buying an estimated $121K and bringing the position to 30,735 shares worth $5.33M. The position accounts for 0.3% of the portfolio, ranked #66.

Graypoint LLC first reported a position in IYW in Q3 2023 and has held it in 8 quarters since. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Graypoint LLC held 30,735 shares of iShares US Technology ETF worth $5.33M as of Q2 2025.
  • Graypoint LLC bought 799 iShares US Technology ETF shares in Q2 2025, an estimated $121K.
  • iShares US Technology ETF made up 0.3% of Graypoint LLC's portfolio in Q2 2025, its #66 holding.
  • Graypoint LLC first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 8 quarters since.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.