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Lifeworks Advisors’s iShares US Technology ETF IYW Stock Holding History

Lifeworks 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
-2,659
Closed -$461K – 335
2025
Q2 		$461K Sell
2,659
-131
-5% -$19.9K 0.07% 203
2025
Q1 		$392K Buy
2,790
+170
+6% +$26.5K 0.07% 213
2024
Q4 		$418K Buy
2,620
+31
+1% +$4.91K 0.08% 192
2024
Q3 		$393K Sell
2,589
-225
-8% -$33.1K 0.08% 193
2024
Q2 		$424K Buy
2,814
+28
+1% +$3.87K 0.12% 143
2024
Q1 		$376K Buy
+2,786
New +$363K 0.11% 150

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lifeworks Advisors's IYW Position: Q3 2025 in Review

Lifeworks Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 2,659 shares — an estimated $461K sold.

Lifeworks Advisors first reported a position in IYW in Q1 2024 and held it in 6 quarters. The position peaked at $461K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Lifeworks Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 2,659 iShares US Technology ETF shares in Q3 2025, an estimated $461K.
  • Lifeworks Advisors first reported a position in iShares US Technology ETF in Q1 2024 and held it in 6 quarters.
  • Lifeworks Advisors's iShares US Technology ETF position peaked at $461K in Q2 2025.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.