Hexagon Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Hexagon Capital Partners’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	-915	Closed	-$129K	–	908
2025 Q1	$129K	Buy	915 +100	+12%	+$15.6K	0.02%	275
2024 Q4	$130K	Sell	815 -25	-3%	-$3.96K	0.02%	276
2024 Q3	$127K	Sell	840 -20	-2%	-$2.94K	0.02%	272
2024 Q2	$129K	Hold	860	–	–	0.03%	260
2024 Q1	$116K	Sell	860 -500	-37%	-$65.1K	0.03%	276
2023 Q4	$167K	Sell	1,360 -247	-15%	-$28K	0.04%	221
2023 Q3	$169K	Buy	1,607 +747	+87%	+$81.2K	0.04%	190
2023 Q2	$93.6K	Hold	860	–	–	0.02%	268
2023 Q1	$79.8K	Hold	860	–	–	0.02%	278
2022 Q4	$64.1K	Hold	860	–	–	0.02%	303
2022 Q3	$63K	Sell	860 -283	-25%	-$24K	0.02%	323
2022 Q2	$91K	Buy	1,143 +283	+33%	+$25K	0.03%	276
2022 Q1	$89K	Hold	860	–	–	0.02%	293
2021 Q4	$99K	Hold	860	–	–	0.03%	270
2021 Q3	$87K	Hold	860	–	–	0.03%	269
2021 Q2	$85K	Hold	860	–	–	0.02%	267
2021 Q1	$75K	Buy	860 +100	+13%	+$8.76K	0.02%	266
2020 Q4	$64K	Hold	760	–	–	0.02%	243
2020 Q3	$55K	Buy	+760	New	+$55.5K	0.02%	243

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Hexagon Capital Partners's IYW Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 915 shares — an estimated $129K sold.

Hexagon Capital Partners first reported a position in IYW in Q3 2020 and held it in 19 quarters. The position peaked at $169K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 915 iShares US Technology ETF shares in Q2 2025, an estimated $129K.
Hexagon Capital Partners first reported a position in iShares US Technology ETF in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's iShares US Technology ETF position peaked at $169K in Q3 2023.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.