HBW
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Hazlett, Burt & Watson’s iShares US Technology ETF IYW Stock Holding History

Hazlett, Burt & Watson’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
-16
Closed -$3K – 939
2025
Q3 		$3K Hold
16
– – ﹤0.01% 786
2025
Q2 		$3K Hold
16
– – ﹤0.01% 705
2025
Q1 		$2K Hold
16
– – ﹤0.01% 727
2024
Q4 		$3K Hold
16
– – ﹤0.01% 667
2024
Q3 		$2K Hold
16
– – ﹤0.01% 683
2024
Q2 		$2K Hold
16
– – ﹤0.01% 663
2024
Q1 		$2K Buy
+16
New +$2.08K ﹤0.01% 655
2023
Q4 		– Sell
-9
Closed -$1K – 708
2023
Q3 		$1K Buy
+9
New +$979 ﹤0.01% 680

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hazlett, Burt & Watson's IYW Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 16 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in IYW in Q3 2023 and held it in 8 quarters. The position peaked at $3K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Hazlett, Burt & Watson reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 16 iShares US Technology ETF shares in Q4 2025, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in iShares US Technology ETF in Q3 2023 and held it in 8 quarters.
  • Hazlett, Burt & Watson's iShares US Technology ETF position peaked at $3K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.