Gries Financial’s iShares US Technology ETF IYW Stock Holding History

Gries Financial’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	$11.5M	Sell	58,664 -2,452	-4%	-$449K	1.82%	10
2025 Q2	$10.6M	Sell	61,116 -3,618	-6%	-$548K	1.93%	9
2025 Q1	$9.09M	Sell	64,734 -12,137	-16%	-$1.89M	1.76%	9
2024 Q4	$12.3M	Sell	76,871 -2,217	-3%	-$351K	2.18%	9
2024 Q3	$12M	Buy	79,088 +2,046	+3%	+$301K	2.24%	8
2024 Q2	$11.6M	Sell	77,042 -4,528	-6%	-$626K	2.38%	7
2024 Q1	$11M	Buy	81,570 +171	+0.2%	+$22.3K	1.84%	9
2023 Q4	$9.99M	Buy	81,399 +27,505	+51%	+$3.12M	2.2%	8
2023 Q3	$5.65M	Sell	53,894 -35,790	-40%	-$3.89M	1.52%	11
2023 Q2	$9.76M	Buy	89,684 +7,816	+10%	+$768K	2.69%	7
2023 Q1	$7.6M	Buy	81,868 +14,024	+21%	+$1.18M	2.25%	8
2022 Q4	$5.05M	Buy	+67,844	New	+$5.19M	1.68%	6

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

Gries Financial's IYW Position: Q3 2025 in Review

Gries Financial reduced its iShares US Technology ETF (IYW) stake by 4% in Q3 2025, selling an estimated $449K and leaving 58,664 shares worth $11.5M. The position accounts for 1.82% of the portfolio, ranked #10.

Gries Financial first reported a position in IYW in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.3M in Q4 2024. 1,198 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Gries Financial held 58,664 shares of iShares US Technology ETF worth $11.5M as of Q3 2025.
Gries Financial sold 2,452 iShares US Technology ETF shares in Q3 2025, an estimated $449K.
iShares US Technology ETF made up 1.82% of Gries Financial's portfolio in Q3 2025, its #10 holding.
Gries Financial first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 12 quarters since.
Gries Financial's iShares US Technology ETF position peaked at $12.3M in Q4 2024.
1,198 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.