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Marcum Wealth’s iShares US Technology ETF IYW Stock Holding History

Marcum Wealth’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
Q1 		$1.37M Sell
9,787
-421
-4% -$65.6K 0.12% 87
2024
Q4 		$1.63M Sell
10,208
-18
-0.2% -$2.85K 0.14% 77
2024
Q3 		$1.55M Sell
10,226
-318
-3% -$46.8K 0.14% 73
2024
Q2 		$1.59M Sell
10,544
-293
-3% -$40.5K 0.16% 68
2024
Q1 		$1.46M Buy
10,837
+683
+7% +$88.9K 0.15% 75
2023
Q4 		$1.25M Sell
10,154
-1,273
-11% -$144K 0.13% 83
2023
Q3 		$1.2M Sell
11,427
-768
-6% -$83.5K 0.14% 79
2023
Q2 		$1.33M Sell
12,195
-292
-2% -$28.7K 0.16% 72
2023
Q1 		$1.16M Sell
12,487
-7,562
-38% -$635K 0.14% 81
2022
Q4 		$1.49M Sell
20,049
-3,199
-14% -$245K 0.2% 58
2022
Q3 		$1.71M Buy
23,248
+3,221
+16% +$273K 0.26% 44
2022
Q2 		$1.6M Buy
20,027
+1,324
+7% +$117K 0.24% 54
2022
Q1 		$1.93M Sell
18,703
-43
-0.2% -$4.39K 0.27% 44
2021
Q4 		$2.15M Buy
18,746
+10
+0.1% +$1.11K 0.3% 40
2021
Q3 		$1.9M Buy
18,736
+220
+1% +$23K 0.3% 43
2021
Q2 		$1.84M Sell
18,516
-662
-3% -$61.7K 0.3% 39
2021
Q1 		$1.68M Buy
19,178
+15,791
+466% +$1.38M 0.28% 45
2020
Q4 		$288K Buy
3,387
+3
+0.1% +$240 0.07% 106
2020
Q3 		$255K Sell
3,384
-136
-4% -$9.93K 0.08% 95
2020
Q2 		$237K Buy
+3,520
New +$212K 0.07% 98

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Marcum Wealth's IYW Position: Q1 2025 in Review

Marcum Wealth reduced its iShares US Technology ETF (IYW) stake by 4.1% in Q1 2025, selling an estimated $65.6K and leaving 9,787 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #87.

Marcum Wealth first reported a position in IYW in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.15M in Q4 2021. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Marcum Wealth held 9,787 shares of iShares US Technology ETF worth $1.37M as of Q1 2025.
  • Marcum Wealth sold 421 iShares US Technology ETF shares in Q1 2025, an estimated $65.6K.
  • iShares US Technology ETF made up 0.12% of Marcum Wealth's portfolio in Q1 2025, its #87 holding.
  • Marcum Wealth first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 20 quarters since.
  • Marcum Wealth's iShares US Technology ETF position peaked at $2.15M in Q4 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.