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

Horizon 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 Q4	–	Sell	-2,987	Closed	-$585K	–	136
2025 Q3	$585K	Sell	2,987 -85,847	-97%	-$15.7M	0.09%	69
2025 Q2	$15.4M	Buy	88,834 +85,632	+2,674%	+$13M	2.7%	11
2025 Q1	$450K	Sell	3,202 -997	-24%	-$155K	0.08%	56
2024 Q4	$670K	Sell	4,199 -84,318	-95%	-$13.3M	0.12%	40
2024 Q3	$13.4M	Buy	88,517 +86,046	+3,482%	+$12.7M	2.68%	13
2024 Q2	$372K	Buy	+2,471	New	+$341K	0.09%	50

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Horizon Wealth Management's IYW Position: Q4 2025 in Review

Horizon Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,987 shares — an estimated $585K sold.

Horizon Wealth Management first reported a position in IYW in Q2 2024 and held it in 6 quarters. The position peaked at $15.4M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Horizon Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Horizon Wealth Management sold 2,987 iShares US Technology ETF shares in Q4 2025, an estimated $585K.
Horizon Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and held it in 6 quarters.
Horizon Wealth Management's iShares US Technology ETF position peaked at $15.4M in Q2 2025.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Horizon Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.