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Litman Gregory Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Litman Gregory Wealth Management’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 		$668K Hold
3,346
– – 0.05% 88
2025
Q3 		$655K Hold
3,346
– – 0.05% 86
2025
Q2 		$580K Hold
3,346
– – 0.05% 86
2025
Q1 		$470K Hold
3,346
– – 0.04% 92
2024
Q4 		$534K Hold
3,346
– – 0.05% 79
2024
Q3 		$507K Buy
3,346
+634
+23% +$93.2K 0.04% 87
2024
Q2 		$408K Hold
2,712
– – 0.04% 97
2024
Q1 		$366K Buy
+2,712
New +$353K 0.03% 105

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
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

Litman Gregory Wealth Management's IYW Position: Q4 2025 in Review

Litman Gregory Wealth Management held its iShares US Technology ETF (IYW) position steady in Q4 2025 at 3,346 shares worth $668K. The position accounts for 0.05% of the portfolio, ranked #88.

Litman Gregory Wealth Management first reported a position in IYW in Q1 2024 and has held it in 8 quarters since. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Litman Gregory Wealth Management held 3,346 shares of iShares US Technology ETF worth $668K as of Q4 2025.
  • Litman Gregory Wealth Management left its iShares US Technology ETF share count unchanged in Q4 2025.
  • iShares US Technology ETF made up 0.05% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #88 holding.
  • Litman Gregory Wealth Management first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.