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Legacy Edge Advisors’s iShares US Technology ETF IYW Stock Holding History

Legacy Edge 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
-1,393
Closed -$241K – 210
2025
Q2 		$241K Buy
+1,393
New +$211K 0.03% 186
2025
Q1 		– Sell
-1,593
Closed -$256K – 183
2024
Q4 		$256K Sell
1,593
-387
-20% -$61.2K 0.04% 158
2024
Q3 		$300K Sell
1,980
-566
-22% -$83.2K 0.05% 143
2024
Q2 		$383K Buy
2,546
+923
+57% +$128K 0.07% 119
2024
Q1 		$219K Sell
1,623
-13
-0.8% -$1.69K 0.05% 158
2023
Q4 		$201K Buy
+1,636
New +$185K 0.05% 158

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Legacy Edge Advisors's IYW Position: Q3 2025 in Review

Legacy Edge Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 1,393 shares — an estimated $241K sold.

Legacy Edge Advisors first reported a position in IYW in Q4 2023 and held it in 6 quarters. The position peaked at $383K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Legacy Edge Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,393 iShares US Technology ETF shares in Q3 2025, an estimated $241K.
  • Legacy Edge Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 6 quarters.
  • Legacy Edge Advisors's iShares US Technology ETF position peaked at $383K in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Legacy Edge Advisors's 13F filing for Q3 2025, filed 26 Aug 2026.