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

Laidlaw 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
Q1 		– Sell
-22,403
Closed -$3.57M – 110
2024
Q4 		$3.57M Hold
22,403
– – 1.56% 13
2024
Q3 		$3.4M Sell
22,403
-234
-1% -$34.4K 1.68% 12
2024
Q2 		$3.41M Sell
22,637
-512
-2% -$70.8K 1.87% 10
2024
Q1 		$3.13M Sell
23,149
-128
-0.5% -$16.7K 1.74% 11
2023
Q4 		$2.86M Buy
23,277
+8
+0% +$906 1.04% 22
2023
Q3 		$2.44M Sell
23,269
-7,244
-24% -$788K 0.81% 29
2023
Q2 		$3.32M Sell
30,513
-1,079
-3% -$106K 0.65% 37
2023
Q1 		$2.93M Buy
31,592
+271
+0.9% +$22.7K 0.6% 42
2022
Q4 		$2.33M Buy
31,321
+24,708
+374% +$1.89M 0.5% 53
2022
Q3 		$485K Sell
6,613
-6,336
-49% -$537K 0.11% 177
2022
Q2 		$1.03M Sell
12,949
-8,216
-39% -$727K 0.21% 122
2022
Q1 		$2.18M Sell
21,165
-9,069
-30% -$926K 0.36% 72
2021
Q4 		$3.47M Buy
+30,234
New +$3.36M 0.55% 47
2021
Q1 		– Sell
-46,179
Closed -$3.93M – 293
2020
Q4 		$3.93M Buy
46,179
+42,739
+1,242% +$3.41M 0.83% 19
2020
Q3 		$259K Buy
+3,440
New +$251K 0.12% 172

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Laidlaw Wealth Management's IYW Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 22,403 shares — an estimated $3.57M sold.

Laidlaw Wealth Management first reported a position in IYW in Q3 2020 and held it in 15 quarters. The position peaked at $3.93M in Q4 2020. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 22,403 iShares US Technology ETF shares in Q1 2025, an estimated $3.57M.
  • Laidlaw Wealth Management first reported a position in iShares US Technology ETF in Q3 2020 and held it in 15 quarters.
  • Laidlaw Wealth Management's iShares US Technology ETF position peaked at $3.93M in Q4 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.