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MLG Wealth Management DBA Pine Grove Financial Group’s iShares US Technology ETF IYW Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$1.76M Buy
+8,808
New +$1.76M 0.21% 60

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's IYW Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares US Technology ETF (IYW) in Q4 2025: 8,808 shares worth $1.76M. The stake represents 0.21% of the portfolio and ranks #60 among its holdings.

1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 8,808 shares of iShares US Technology ETF worth $1.76M as of Q4 2025.
  • iShares US Technology ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares US Technology ETF made up 0.21% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #60 holding.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.