Loomis, Sayles & Company
IYW icon

Loomis, Sayles & Company’s iShares US Technology ETF IYW Stock Holding History

Loomis, Sayles & Company’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 		– Sell
-246
Closed -$48.2K – 731
2025
Q3 		$48.2K Hold
246
– – ﹤0.01% 616
2025
Q2 		$42.6K Sell
246
-123
-33% -$18.6K ﹤0.01% 630
2025
Q1 		$52K Hold
369
– – ﹤0.01% 620
2024
Q4 		$59K Hold
369
– – ﹤0.01% 636
2024
Q3 		$56K Hold
369
– – ﹤0.01% 623
2024
Q2 		$56K Buy
+369
New +$51K ﹤0.01% 621

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
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 22.96% 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

Loomis, Sayles & Company's IYW Position: Q4 2025 in Review

Loomis, Sayles & Company sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 246 shares — an estimated $48.2K sold.

Loomis, Sayles & Company first reported a position in IYW in Q2 2024 and held it in 6 quarters. The position peaked at $59K in Q4 2024. 1,251 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Loomis, Sayles & Company reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 246 iShares US Technology ETF shares in Q4 2025, an estimated $48.2K.
  • Loomis, Sayles & Company first reported a position in iShares US Technology ETF in Q2 2024 and held it in 6 quarters.
  • Loomis, Sayles & Company's iShares US Technology ETF position peaked at $59K in Q4 2024.
  • 1,251 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Loomis, Sayles & Company's 13F filing for Q4 2025, filed 12 Feb 2026.