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Lowe Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Lowe Wealth Advisors’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
Q3 		$1.18K Buy
+6
New +$1.1K ﹤0.01% 357
2019
Q3 		– Sell
-120
Closed -$6K – 291
2019
Q2 		$6K Hold
120
– – ﹤0.01% 194
2019
Q1 		$5K Buy
+120
New +$5.34K ﹤0.01% 181

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Lowe Wealth Advisors's IYW Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares US Technology ETF (IYW) in Q3 2025: 6 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in IYW as recently as Q2 2019.

Lowe Wealth Advisors first reported a position in IYW in Q1 2019 and has held it in 3 quarters since. The position peaked at $6K in Q2 2019. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Lowe Wealth Advisors held 6 shares of iShares US Technology ETF worth $1.18K as of Q3 2025.
  • iShares US Technology ETF was a new Lowe Wealth Advisors position in Q3 2025.
  • iShares US Technology ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #357 holding.
  • Lowe Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 3 quarters since.
  • Lowe Wealth Advisors's iShares US Technology ETF position peaked at $6K in Q2 2019.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.