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KWB Wealth’s iShares US Technology ETF IYW Stock Holding History

KWB Wealth’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
-49,820
Closed -$8.63M – 183
2025
Q3 		$8.63M Sell
49,820
-3,586
-7% -$656K 0.95% 24
2025
Q2 		$7.5M Buy
53,406
+9,031
+20% +$1.37M 0.91% 24
2025
Q1 		$7.08M Buy
44,375
+3,122
+8% +$486K 0.85% 27
2024
Q4 		$6.25M Sell
41,253
-6,560
-14% -$1.04M 0.78% 27
2024
Q3 		$7.2M Buy
47,813
+8,042
+20% +$1.18M 0.94% 25
2024
Q2 		$5.37M Sell
39,771
-575
-1% -$79.5K 0.74% 25
2024
Q1 		$5.45M Buy
+40,346
New +$5.25M 0.73% 25

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

KWB Wealth's IYW Position: Q4 2025 in Review

KWB Wealth sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 49,820 shares — an estimated $8.63M sold.

KWB Wealth first reported a position in IYW in Q1 2024 and held it in 7 quarters. The position peaked at $8.63M in Q3 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • KWB Wealth reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 49,820 iShares US Technology ETF shares in Q4 2025, an estimated $8.63M.
  • KWB Wealth first reported a position in iShares US Technology ETF in Q1 2024 and held it in 7 quarters.
  • KWB Wealth's iShares US Technology ETF position peaked at $8.63M in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.