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

MGB 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
Q4 		$197K Hold
984
– – 0.06% 223
2025
Q3 		$193K Hold
984
– – 0.05% 227
2025
Q2 		$170K Sell
984
-644
-40% -$97.6K 0.06% 224
2025
Q1 		$229K Hold
1,628
– – 0.08% 191
2024
Q4 		$260K Hold
1,628
– – 0.08% 170
2024
Q3 		$247K Hold
1,628
– – 0.09% 165
2024
Q2 		$252K Hold
1,628
– – 0.09% 169
2024
Q1 		$220K Hold
1,628
– – 0.09% 177
2023
Q4 		$201K Buy
+1,628
New +$184K 0.1% 176

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

MGB Wealth Management's IYW Position: Q4 2025 in Review

MGB Wealth Management held its iShares US Technology ETF (IYW) position steady in Q4 2025 at 984 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #223.

MGB Wealth Management first reported a position in IYW in Q4 2023 and has held it in 9 quarters since. The position peaked at $260K in Q4 2024. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • MGB Wealth Management held 984 shares of iShares US Technology ETF worth $197K as of Q4 2025.
  • MGB Wealth Management left its iShares US Technology ETF share count unchanged in Q4 2025.
  • iShares US Technology ETF made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #223 holding.
  • MGB Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's iShares US Technology ETF position peaked at $260K in Q4 2024.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.