Mach-1 Financial Group’s iShares US Technology ETF IYW Stock Holding History

Mach-1 Financial Group’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	-14,783	Closed	-$2.9M	–	389
2025 Q3	$2.9M	Buy	+14,783	New	+$2.7M	0.46%	42
2023 Q2	–	Sell	-595	Closed	-$55.2K	–	272
2023 Q1	$55.2K	Buy	+595	New	+$49.9K	0.35%	59
2022 Q4	–	Sell	-595	Closed	-$43K	–	313
2022 Q3	$43K	Hold	595	–	–	0.05%	116
2022 Q2	$47K	Buy	+595	New	+$52.7K	0.03%	120

Other funds holding IYW

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mach-1 Financial Group's IYW Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 14,783 shares — an estimated $2.9M sold.

Mach-1 Financial Group first reported a position in IYW in Q2 2022 and held it in 4 quarters. The position peaked at $2.9M in Q3 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 14,783 iShares US Technology ETF shares in Q4 2025, an estimated $2.9M.
Mach-1 Financial Group first reported a position in iShares US Technology ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's iShares US Technology ETF position peaked at $2.9M in Q3 2025.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.