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Mid-American Wealth Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Mid-American Wealth Advisory Group’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
-9
Closed -$1.57K – 177
2025
Q2 		$1.57K Buy
+9
New +$1.36K ﹤0.01% 278

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Mid-American Wealth Advisory Group's IYW Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 9 shares — an estimated $1.57K sold.

Mid-American Wealth Advisory Group first reported a position in IYW in Q2 2025 and held it in 1 quarter. The position peaked at $1.57K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 9 iShares US Technology ETF shares in Q3 2025, an estimated $1.57K.
  • Mid-American Wealth Advisory Group first reported a position in iShares US Technology ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares US Technology ETF position peaked at $1.57K in Q2 2025.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.