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Main Street Financial Solutions’s iShares US Technology ETF IYW Stock Holding History

Main Street Financial Solutions’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 		$552K Sell
2,766
-35
-1% -$7K 0.04% 319
2025
Q3 		$549K Sell
2,801
-50
-2% -$9.15K 0.04% 372
2025
Q2 		$494K Buy
2,851
+1,394
+96% +$211K 0.04% 360
2025
Q1 		$205K Sell
1,457
-1,400
-49% -$218K 0.02% 480
2024
Q4 		$456K Buy
2,857
+1
+0% +$158 0.04% 303
2024
Q3 		$433K Buy
2,856
+1
+0% +$147 0.04% 338
2024
Q2 		$430K Buy
2,855
+1
+0% +$138 0.04% 343
2024
Q1 		$385K Buy
2,854
+1
+0% +$130 0.04% 366
2023
Q4 		$350K Buy
2,853
+5
+0.2% +$566 0.05% 332
2023
Q3 		$299K Buy
2,848
+401
+16% +$43.6K 0.04% 349
2023
Q2 		$266K Buy
2,447
+1
+0% +$98 0.04% 373
2023
Q1 		$227K Buy
+2,446
New +$205K 0.03% 406
2022
Q4 		– Sell
-4,600
Closed -$337K – 453
2022
Q3 		$337K Buy
4,600
+1,691
+58% +$143K 0.06% 300
2022
Q2 		$233K Sell
2,909
-2,040
-41% -$181K 0.03% 403
2022
Q1 		$510K Buy
4,949
+2
+0% +$204 0.07% 247
2021
Q4 		$568K Buy
4,947
+8
+0.2% +$888 0.08% 246
2021
Q3 		$500K Hold
4,939
– – 0.08% 256
2021
Q2 		$491K Sell
4,939
-41
-0.8% -$3.82K 0.08% 247
2021
Q1 		$437K Buy
4,980
+352
+8% +$30.8K 0.08% 234
2020
Q4 		$394K Buy
+4,628
New +$370K 0.08% 238

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Main Street Financial Solutions's IYW Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares US Technology ETF (IYW) stake by 1.2% in Q4 2025, selling an estimated $7K and leaving 2,766 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #319.

Main Street Financial Solutions first reported a position in IYW in Q4 2020 and has held it in 20 quarters since. The position peaked at $568K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Main Street Financial Solutions held 2,766 shares of iShares US Technology ETF worth $552K as of Q4 2025.
  • Main Street Financial Solutions sold 35 iShares US Technology ETF shares in Q4 2025, an estimated $7K.
  • iShares US Technology ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #319 holding.
  • Main Street Financial Solutions first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 20 quarters since.
  • Main Street Financial Solutions's iShares US Technology ETF position peaked at $568K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.