Meritage Portfolio Management’s iShares US Technology ETF IYW Stock Holding History

Meritage Portfolio 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 Q4	$750K	Hold	3,757	–	–	0.05%	192
2025 Q3	$736K	Hold	3,757	–	–	0.05%	197
2025 Q2	$651K	Sell	3,757 -605	-14%	-$91.7K	0.04%	224
2025 Q1	$613K	Hold	4,362	–	–	0.04%	225
2024 Q4	$696K	Hold	4,362	–	–	0.04%	221
2024 Q3	$661K	Hold	4,362	–	–	0.04%	231
2024 Q2	$656K	Hold	4,362	–	–	0.04%	226
2024 Q1	$589K	Hold	4,362	–	–	0.04%	235
2023 Q4	$535K	Sell	4,362 -1,018	-19%	-$115K	0.04%	245
2023 Q3	$564K	Hold	5,380	–	–	0.04%	229
2023 Q2	$586K	Hold	5,380	–	–	0.04%	229
2023 Q1	$499K	Hold	5,380	–	–	0.04%	209
2022 Q4	$401K	Hold	5,380	–	–	0.03%	226
2022 Q3	$395K	Hold	5,380	–	–	0.03%	227
2022 Q2	$430K	Hold	5,380	–	–	0.03%	224
2022 Q1	$554K	Hold	5,380	–	–	0.03%	219
2021 Q4	$618K	Hold	5,380	–	–	0.04%	211
2021 Q3	$545K	Hold	5,380	–	–	0.03%	213
2021 Q2	$535K	Hold	5,380	–	–	0.03%	222
2021 Q1	$472K	Hold	5,380	–	–	0.03%	218
2020 Q4	$458K	Hold	5,380	–	–	0.03%	211
2020 Q3	$405K	Buy	+5,380	New	+$393K	0.04%	197

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

Meritage Portfolio Management's IYW Position: Q4 2025 in Review

Meritage Portfolio Management held its iShares US Technology ETF (IYW) position steady in Q4 2025 at 3,757 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #192.

Meritage Portfolio Management first reported a position in IYW in Q3 2020 and has held it in 22 quarters since. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Meritage Portfolio Management held 3,757 shares of iShares US Technology ETF worth $750K as of Q4 2025.
Meritage Portfolio Management left its iShares US Technology ETF share count unchanged in Q4 2025.
iShares US Technology ETF made up 0.05% of Meritage Portfolio Management's portfolio in Q4 2025, its #192 holding.
Meritage Portfolio Management first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 22 quarters since.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.