Lane & Associates’s iShares US Technology ETF IYW Stock Holding History

Lane & Associates’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	$2.32M	Buy	16,514 +513	+3%	+$79.9K	1.25%	24
2024 Q4	$2.55M	Buy	16,001 +1,526	+11%	+$241K	1.32%	20
2024 Q3	$2.19M	Buy	14,475 +7,270	+101%	+$1.07M	1.2%	24
2024 Q2	$1.08M	Buy	7,205 +314	+5%	+$43.4K	0.64%	38
2024 Q1	$931K	Buy	6,891 +131	+2%	+$17.1K	0.59%	43
2023 Q4	$830K	Buy	6,760 +471	+7%	+$53.4K	0.6%	42
2023 Q3	$660K	Sell	6,289 -3,314	-35%	-$360K	0.53%	43
2023 Q2	$1.05M	Buy	9,603 +3,365	+54%	+$330K	0.83%	33
2023 Q1	$579K	Buy	+6,238	New	+$523K	0.52%	44

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Lane & Associates's IYW Position: Q1 2025 in Review

Lane & Associates increased its iShares US Technology ETF (IYW) stake by 3.2% in Q1 2025, buying an estimated $79.9K and bringing the position to 16,514 shares worth $2.32M. The position accounts for 1.25% of the portfolio, ranked #24.

Lane & Associates first reported a position in IYW in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.55M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Lane & Associates held 16,514 shares of iShares US Technology ETF worth $2.32M as of Q1 2025.
Lane & Associates bought 513 iShares US Technology ETF shares in Q1 2025, an estimated $79.9K.
iShares US Technology ETF made up 1.25% of Lane & Associates's portfolio in Q1 2025, its #24 holding.
Lane & Associates first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 9 quarters since.
Lane & Associates's iShares US Technology ETF position peaked at $2.55M in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.