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Heritage Family Offices’s iShares US Technology ETF IYW Stock Holding History

Heritage Family Offices’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
-1,255
Closed -$246K – 212
2025
Q3 		$246K Buy
+1,255
New +$230K 0.11% 164
2025
Q1 		– Sell
-1,434
Closed -$229K – 186
2024
Q4 		$229K Buy
1,434
+93
+7% +$14.7K 0.11% 169
2024
Q3 		$203K Buy
+1,341
New +$197K 0.11% 174

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 22.9% 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

Heritage Family Offices's IYW Position: Q4 2025 in Review

Heritage Family Offices sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,255 shares — an estimated $246K sold.

Heritage Family Offices first reported a position in IYW in Q3 2024 and held it in 3 quarters. The position peaked at $246K in Q3 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Heritage Family Offices reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 1,255 iShares US Technology ETF shares in Q4 2025, an estimated $246K.
  • Heritage Family Offices first reported a position in iShares US Technology ETF in Q3 2024 and held it in 3 quarters.
  • Heritage Family Offices's iShares US Technology ETF position peaked at $246K in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.