Hemington Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Hemington Wealth Management’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	$192K	Hold	985	–	–	0.03%	152
2025 Q2	$170K	Hold	985	–	–	0.02%	150
2025 Q1	$138K	Hold	985	–	–	0.02%	165
2024 Q4	$157K	Hold	985	–	–	0.04%	145
2024 Q3	$148K	Buy	+985	New	+$145K	0.04%	144
2023 Q3	–	Sell	-2,623	Closed	-$285K	–	97
2023 Q2	$285K	Buy	+2,623	New	+$258K	0.12%	84

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

Hemington Wealth Management's IYW Position: Q3 2025 in Review

Hemington Wealth Management held its iShares US Technology ETF (IYW) position steady in Q3 2025 at 985 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #152.

Hemington Wealth Management first reported a position in IYW in Q2 2023 and has held it in 6 quarters since. The position peaked at $285K in Q2 2023. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Hemington Wealth Management held 985 shares of iShares US Technology ETF worth $192K as of Q3 2025.
Hemington Wealth Management left its iShares US Technology ETF share count unchanged in Q3 2025.
iShares US Technology ETF made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #152 holding.
Hemington Wealth Management first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 6 quarters since.
Hemington Wealth Management's iShares US Technology ETF position peaked at $285K in Q2 2023.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.