Lantern Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Lantern Wealth Advisors’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	-2,574	Closed	-$446K	–	164
2025 Q2	$446K	Buy	+2,574	New	+$390K	0.27%	87
2024 Q4	$523K	Buy	+3,279	New	+$519K	0.34%	74
2024 Q3	–	Sell	-3,269	Closed	-$492K	–	131
2024 Q2	$492K	Buy	3,269 +369	+13%	+$51K	0.36%	69
2024 Q1	$392K	Buy	2,900 +684	+31%	+$89K	0.28%	86
2023 Q4	$272K	Buy	+2,216	New	+$251K	0.21%	94

Other funds holding IYW

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lantern Wealth Advisors's IYW Position: Q3 2025 in Review

Lantern Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 2,574 shares — an estimated $446K sold.

Lantern Wealth Advisors first reported a position in IYW in Q4 2023 and held it in 5 quarters. The position peaked at $523K in Q4 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Lantern Wealth Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Lantern Wealth Advisors sold 2,574 iShares US Technology ETF shares in Q3 2025, an estimated $446K.
Lantern Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 5 quarters.
Lantern Wealth Advisors's iShares US Technology ETF position peaked at $523K in Q4 2024.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Lantern Wealth Advisors's 13F filing for Q3 2025, filed 26 Nov 2025.