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Lindbrook Capital’s iShares US Technology ETF IYW Stock Holding History

Lindbrook Capital’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
Q1 		$3.79K Hold
27
– – ﹤0.01% 2067
2024
Q4 		$4.31K Sell
27
-112
-81% -$17.7K ﹤0.01% 2048
2024
Q3 		$21.1K Buy
+139
New +$20.4K ﹤0.01% 1270
2024
Q2 		– Sell
-100
Closed -$13.5K – 2801
2024
Q1 		$13.5K Hold
100
– – ﹤0.01% 1402
2023
Q4 		$12.3K Hold
100
– – ﹤0.01% 1436
2023
Q3 		$10.5K Hold
100
– – ﹤0.01% 1390
2023
Q2 		$10.9K Hold
100
– – ﹤0.01% 1409
2023
Q1 		$9.28K Hold
100
– – ﹤0.01% 1494
2022
Q4 		$7.45K Buy
+100
New +$7.65K ﹤0.01% 1586

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Lindbrook Capital's IYW Position: Q1 2025 in Review

Lindbrook Capital held its iShares US Technology ETF (IYW) position steady in Q1 2025 at 27 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Lindbrook Capital first reported a position in IYW in Q4 2022 and has held it in 9 quarters since. The position peaked at $21.1K in Q3 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Lindbrook Capital held 27 shares of iShares US Technology ETF worth $3.79K as of Q1 2025.
  • Lindbrook Capital left its iShares US Technology ETF share count unchanged in Q1 2025.
  • iShares US Technology ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2067 holding.
  • Lindbrook Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 9 quarters since.
  • Lindbrook Capital's iShares US Technology ETF position peaked at $21.1K in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.