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Moloney Securities Asset Management’s iShares US Technology ETF IYW Stock Holding History

Moloney Securities Asset 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 		$11.4M Buy
58,238
+49,666
+579% +$9.09M 1.36% 11
2025
Q2 		$1.49M Sell
8,572
-3,706
-30% -$562K 0.18% 135
2025
Q1 		$1.72M Sell
12,278
-197
-2% -$30.7K 0.23% 106
2024
Q4 		$1.99M Sell
12,475
-53,476
-81% -$8.46M 0.27% 96
2024
Q3 		$10M Sell
65,951
-4,707
-7% -$692K 1.34% 10
2024
Q2 		$10.6M Buy
70,658
+25,410
+56% +$3.51M 1.54% 10
2024
Q1 		$6.11M Buy
45,248
+33,310
+279% +$4.34M 0.92% 17
2023
Q4 		$1.47M Buy
11,938
+924
+8% +$105K 0.23% 104
2023
Q3 		$1.16M Sell
11,014
-947
-8% -$103K 0.21% 116
2023
Q2 		$1.3M Sell
11,961
-556
-4% -$54.6K 0.23% 114
2023
Q1 		$1.16M Buy
12,517
+103
+0.8% +$8.64K 0.22% 124
2022
Q4 		$925K Sell
12,414
-39
-0.3% -$2.98K 0.2% 137
2022
Q3 		$914K Sell
12,453
-2,245
-15% -$190K 0.22% 124
2022
Q2 		$1.18M Sell
14,698
-5,746
-28% -$509K 0.28% 103
2022
Q1 		$2.11M Sell
20,444
-299
-1% -$30.5K 0.41% 69
2021
Q4 		$2.38M Sell
20,743
-32,394
-61% -$3.6M 0.4% 58
2021
Q3 		$5.38M Buy
53,137
+32,395
+156% +$3.38M 0.98% 17
2021
Q2 		$2.06M Sell
20,742
-33,204
-62% -$3.1M 0.38% 79
2021
Q1 		$4.73M Buy
53,946
+30,787
+133% +$2.7M 0.93% 23
2020
Q4 		$1.97M Buy
23,159
+5,355
+30% +$428K 0.44% 65
2020
Q3 		$1.34M Sell
17,804
-7,044
-28% -$514K 0.35% 83
2020
Q2 		$1.68M Buy
24,848
+100
+0.4% +$6.04K 0.49% 70
2020
Q1 		$1.26M Buy
24,748
+132
+0.5% +$7.65K 0.45% 75
2019
Q4 		$1.43M Buy
24,616
+1,580
+7% +$85.9K 0.44% 61
2019
Q3 		$1.18M Buy
23,036
+784
+4% +$39.8K 0.39% 74
2019
Q2 		$1.1M Sell
22,252
-296
-1% -$14.5K 0.37% 79
2019
Q1 		$1.07M Buy
22,548
+424
+2% +$18.9K 0.37% 80
2018
Q4 		$885K Sell
22,124
-2,376
-10% -$103K 0.36% 86
2018
Q3 		$1.19M Buy
24,500
+160
+0.7% +$7.56K 0.41% 72
2018
Q2 		$1.08M Buy
24,340
+52
+0.2% +$2.3K 0.41% 74
2018
Q1 		$1.02M Buy
+24,288
New +$1.05M 0.41% 75

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

Moloney Securities Asset Management's IYW Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares US Technology ETF (IYW) stake by 579% in Q3 2025, buying an estimated $9.09M and bringing the position to 58,238 shares worth $11.4M. The position accounts for 1.36% of the portfolio, ranked #11.

Moloney Securities Asset Management first reported a position in IYW in Q1 2018 and has held it in 31 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Moloney Securities Asset Management held 58,238 shares of iShares US Technology ETF worth $11.4M as of Q3 2025.
  • Moloney Securities Asset Management bought 49,666 iShares US Technology ETF shares in Q3 2025, an estimated $9.09M.
  • iShares US Technology ETF made up 1.36% of Moloney Securities Asset Management's portfolio in Q3 2025, its #11 holding.
  • Moloney Securities Asset Management first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 31 quarters since.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.