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

Modern 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
2026 Q1	$1.45M	Sell	7,844 -1,093	-12%	-$211K	0.02%	350
2025 Q4	$1.78M	Buy	8,937 +3,642	+69%	+$728K	0.03%	314
2025 Q3	$1.04M	Sell	5,295 -14,743	-74%	-$2.7M	0.02%	387
2025 Q2	$3.47M	Sell	20,038 -60,552	-75%	-$9.18M	0.09%	199
2025 Q1	$11.3M	Buy	80,590 +8,263	+11%	+$1.29M	0.36%	64
2024 Q4	$11.5M	Buy	72,327 +14,505	+25%	+$2.3M	0.43%	55
2024 Q3	$8.77M	Buy	57,822 +399	+0.7%	+$58.7K	0.54%	37
2024 Q2	$8.64M	Buy	57,423 +54,757	+2,054%	+$7.57M	0.64%	32
2024 Q1	$360K	Buy	+2,666	New	+$347K	0.03%	215

Other funds holding IYW

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

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

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

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

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

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return