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IYW icon

INVST’s iShares US Technology ETF IYW Stock Holding History

INVST’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
Q3 		– Sell
-29,025
Closed -$5.03M – 313
2025
Q2 		$5.03M Sell
29,025
-1,042
-3% -$158K 0.63% 41
2025
Q1 		$4.22M Sell
30,067
-20,932
-41% -$3.26M 0.58% 43
2024
Q4 		$8.14M Sell
50,999
-1,069
-2% -$169K 0.99% 26
2024
Q3 		$7.89M Sell
52,068
-35,566
-41% -$5.23M 0.96% 31
2024
Q2 		$13.3M Buy
87,634
+12,213
+16% +$1.69M 1.47% 17
2024
Q1 		$10.2M Buy
75,421
+8,926
+13% +$1.16M 1.21% 23
2023
Q4 		$8.64M Buy
66,495
+26,314
+65% +$2.98M 1.1% 24
2023
Q3 		$4.22M Sell
40,181
-36,718
-48% -$3.99M 0.61% 37
2023
Q2 		$8.37M Buy
76,899
+10,710
+16% +$1.05M 1.21% 23
2023
Q1 		$6.11M Buy
66,189
+18,966
+40% +$1.59M 0.95% 27
2022
Q4 		$3.9M Buy
+47,223
New +$3.61M 0.61% 33

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

INVST's IYW Position: Q3 2025 in Review

INVST sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 29,025 shares — an estimated $5.03M sold.

INVST first reported a position in IYW in Q4 2022 and held it in 11 quarters. The position peaked at $13.3M in Q2 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • INVST reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • INVST sold 29,025 iShares US Technology ETF shares in Q3 2025, an estimated $5.03M.
  • INVST first reported a position in iShares US Technology ETF in Q4 2022 and held it in 11 quarters.
  • INVST's iShares US Technology ETF position peaked at $13.3M in Q2 2024.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on INVST's 13F filing for Q3 2025, filed 4 Feb 2026.