LifePlan Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

LifePlan Investment 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	-6,280	Closed	-$1.09M	–	115
2025 Q2	$1.09M	Sell	6,280 -227	-3%	-$34.4K	0.54%	51
2025 Q1	$914K	Buy	6,507 +1,133	+21%	+$176K	0.53%	49
2024 Q4	$857K	Sell	5,374 -252	-4%	-$39.9K	0.53%	49
2024 Q3	$853K	Buy	5,626 +131	+2%	+$19.3K	0.55%	44
2024 Q2	$827K	Buy	5,495 +283	+5%	+$39.1K	0.6%	40
2024 Q1	$704K	Buy	5,212 +783	+18%	+$102K	0.56%	39
2023 Q4	$544K	Buy	4,429 +1,302	+42%	+$147K	0.5%	39
2023 Q3	$328K	Sell	3,127 -621	-17%	-$67.5K	0.35%	47
2023 Q2	$408K	Buy	+3,748	New	+$368K	0.46%	36

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 $374B AUM 17.66% 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

LifePlan Investment Advisors's IYW Position: Q3 2025 in Review

LifePlan Investment Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 6,280 shares — an estimated $1.09M sold.

LifePlan Investment Advisors first reported a position in IYW in Q2 2023 and held it in 9 quarters. The position peaked at $1.09M in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

LifePlan Investment Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
LifePlan Investment Advisors sold 6,280 iShares US Technology ETF shares in Q3 2025, an estimated $1.09M.
LifePlan Investment Advisors first reported a position in iShares US Technology ETF in Q2 2023 and held it in 9 quarters.
LifePlan Investment Advisors's iShares US Technology ETF position peaked at $1.09M in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on LifePlan Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.