LWM
IYW icon

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

LongView 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
2026
Q1 		$2.56M Sell
12,687
-304
-2% -$58.7K 0.64% 43
2025
Q4 		$2.63M Sell
12,991
-238
-2% -$47.6K 0.64% 44
2025
Q3 		$2.59M Buy
13,229
+190
+1% +$34.8K 0.7% 38
2025
Q2 		$2.26M Sell
13,039
-53
-0.4% -$8.03K 0.68% 40
2025
Q1 		$1.84M Sell
13,092
-2
-0% -$312 0.55% 44
2024
Q4 		$2.09M Buy
13,094
+55
+0.4% +$8.7K 0.64% 37
2024
Q3 		$1.98M Sell
13,039
-580
-4% -$85.3K 0.63% 38
2024
Q2 		$2.05M Buy
13,619
+50
+0.4% +$6.91K 0.76% 35
2024
Q1 		$1.83M Sell
13,569
-40
-0.3% -$5.21K 0.73% 35
2023
Q4 		$1.65M Buy
+13,609
New +$1.54M 0.74% 36

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