Maripau Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Maripau Wealth Management’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	–	Sell	-4,167	Closed	-$721K	–	149
2025 Q2	$721K	Sell	4,167 -739	-15%	-$112K	0.36%	64
2025 Q1	$689K	Sell	4,906 -663	-12%	-$103K	0.4%	57
2024 Q4	$888K	Buy	+5,569	New	+$881K	0.53%	42
2024 Q3	–	Sell	-10,765	Closed	-$1.62M	–	93
2024 Q2	$1.62M	Sell	10,765 -447	-4%	-$61.8K	1.11%	25
2024 Q1	$1.51M	Buy	11,212 +285	+3%	+$37.1K	1.14%	22
2023 Q4	$1.34M	Buy	10,927 +1,947	+22%	+$221K	1.17%	21
2023 Q3	$942K	Sell	8,980 -8,012	-47%	-$871K	0.87%	28
2023 Q2	$1.85M	Buy	16,992 +3,516	+26%	+$345K	1.65%	18
2023 Q1	$1.25M	Sell	13,476 -192	-1%	-$16.1K	1.3%	21
2022 Q4	$1.06M	Buy	13,668 +217	+2%	+$16.6K	1.1%	25
2022 Q3	$1.03M	Buy	+13,451	New	+$1.14M	1.11%	24
2022 Q2	–	Sell	-5,776	Closed	-$549K	–	84
2022 Q1	$549K	Buy	5,776 +922	+19%	+$94.1K	0.5%	48
2021 Q4	$505K	Buy	+4,854	New	+$539K	0.48%	49

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maripau Wealth Management's IYW Position: Q3 2025 in Review

Maripau Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 4,167 shares — an estimated $721K sold.

Maripau Wealth Management first reported a position in IYW in Q4 2021 and held it in 13 quarters. The position peaked at $1.85M in Q2 2023. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Maripau Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Maripau Wealth Management sold 4,167 iShares US Technology ETF shares in Q3 2025, an estimated $721K.
Maripau Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and held it in 13 quarters.
Maripau Wealth Management's iShares US Technology ETF position peaked at $1.85M in Q2 2023.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Maripau Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.