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Herold Advisors’s iShares US Technology ETF IYW Stock Holding History

Herold Advisors’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 		– Sell
-1,943
Closed -$273K – 320
2025
Q1 		$273K Buy
1,943
+131
+7% +$20.4K 0.06% 232
2024
Q4 		$289K Sell
1,812
-19
-1% -$3.01K 0.06% 225
2024
Q3 		$278K Sell
1,831
-201
-10% -$29.6K 0.06% 228
2024
Q2 		$306K Buy
2,032
+246
+14% +$34K 0.07% 215
2024
Q1 		$241K Buy
1,786
+82
+5% +$10.7K 0.06% 236
2023
Q4 		$209K Buy
+1,704
New +$193K 0.06% 232
2023
Q3 		– Sell
-2,577
Closed -$281K – 254
2023
Q2 		$281K Hold
2,577
– – 0.09% 204
2023
Q1 		$239K Buy
+2,577
New +$216K 0.08% 205

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

Herold Advisors's IYW Position: Q2 2025 in Review

Herold Advisors sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 1,943 shares — an estimated $273K sold.

Herold Advisors first reported a position in IYW in Q1 2023 and held it in 8 quarters. The position peaked at $306K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Herold Advisors reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Herold Advisors sold 1,943 iShares US Technology ETF shares in Q2 2025, an estimated $273K.
  • Herold Advisors first reported a position in iShares US Technology ETF in Q1 2023 and held it in 8 quarters.
  • Herold Advisors's iShares US Technology ETF position peaked at $306K in Q2 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Herold Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.