LFA
IYW icon

LGT Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

LGT Financial 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
Q4 		– Sell
-1,607
Closed -$315K – 327
2025
Q3 		$315K Buy
1,607
+263
+20% +$48.1K 0.68% 36
2025
Q2 		$233K Sell
1,344
-631
-32% -$95.7K 0.59% 36
2025
Q1 		$278K Sell
1,975
-5
-0.3% -$779 0.85% 30
2024
Q4 		$316K Buy
1,980
+152
+8% +$24.1K 0.7% 26
2024
Q3 		$277K Buy
1,828
+61
+3% +$8.97K 0.68% 33
2024
Q2 		$266K Buy
1,767
+549
+45% +$75.9K 0.56% 39
2024
Q1 		$165K Buy
1,218
+174
+17% +$22.6K 0.19% 125
2023
Q4 		$128K Buy
1,044
+440
+73% +$49.8K 0.16% 144
2023
Q3 		$63.4K Sell
604
-303
-33% -$33K 0.08% 199
2023
Q2 		$98.7K Buy
+907
New +$89.1K 0.11% 137
2023
Q1 		– Sell
-3,302
Closed -$246K – 155
2022
Q4 		$246K Buy
+3,302
New +$253K 0.29% 81

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 22.9% 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

LGT Financial Advisors's IYW Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,607 shares — an estimated $315K sold.

LGT Financial Advisors first reported a position in IYW in Q4 2022 and held it in 11 quarters. The position peaked at $316K in Q4 2024. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,607 iShares US Technology ETF shares in Q4 2025, an estimated $315K.
  • LGT Financial Advisors first reported a position in iShares US Technology ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares US Technology ETF position peaked at $316K in Q4 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.