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IYW icon

Lloyd Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		$29K Sell
160
-119
-43% -$23K 0.01% 339
2025
Q4 		$55.7K Buy
+279
New +$55.8K 0.02% 226
2025
Q3 		– Sell
-1,520
Closed -$263K – 104
2025
Q2 		$263K Sell
1,520
-194
-11% -$29.4K 0.13% 79
2025
Q1 		$241K Sell
1,714
-166
-9% -$25.9K 0.12% 80
2024
Q4 		$300K Sell
1,880
-131
-7% -$20.7K 0.14% 73
2024
Q3 		$305K Sell
2,011
-207
-9% -$30.4K 0.15% 80
2024
Q2 		$334K Buy
+2,218
New +$307K 0.16% 69
2024
Q1 		– Sell
-2,138
Closed -$262K – 153
2023
Q4 		$262K Buy
+2,138
New +$242K 0.12% 102
2020
Q1 		– Sell
-6,196
Closed -$360K – 344
2019
Q4 		$360K Buy
+6,196
New +$337K 0.33% 42

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return