Innovative Wealth Building’s iShares US Technology ETF IYW Stock Holding History

Innovative Wealth Building’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	-2,198	Closed	-$309K	–	54
2025 Q1	$309K	Sell	2,198 -28	-1%	-$4.36K	0.28%	41
2024 Q4	$355K	Buy	+2,226	New	+$352K	0.32%	39

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Innovative Wealth Building's IYW Position: Q2 2025 in Review

Innovative Wealth Building sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 2,198 shares — an estimated $309K sold.

Innovative Wealth Building first reported a position in IYW in Q4 2024 and held it in 2 quarters. The position peaked at $355K in Q4 2024. 1,166 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Innovative Wealth Building reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Innovative Wealth Building sold 2,198 iShares US Technology ETF shares in Q2 2025, an estimated $309K.
Innovative Wealth Building first reported a position in iShares US Technology ETF in Q4 2024 and held it in 2 quarters.
Innovative Wealth Building's iShares US Technology ETF position peaked at $355K in Q4 2024.
1,166 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Innovative Wealth Building's 13F filing for Q2 2025, filed 22 Jul 2025.