My Legacy Advisors’s iShares US Technology ETF IYW Stock Holding History

My Legacy Advisors’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 Q2	$2.42M	Sell	13,749 -730	-5%	-$111K	0.86%	32
2025 Q1	$2.03M	Sell	14,479 -136	-0.9%	-$21.2K	0.78%	34
2024 Q4	$2.34M	Sell	14,615 -449	-3%	-$71K	0.91%	27
2024 Q3	$2.28M	Sell	15,064 -9,817	-39%	-$1.44M	0.9%	26
2024 Q2	$3.74M	Buy	24,881 +1,784	+8%	+$247K	1.2%	18
2024 Q1	$3.12M	Buy	23,097 +2,439	+12%	+$317K	1.05%	20
2023 Q4	$2.54M	Buy	20,658 +2,915	+16%	+$330K	0.92%	23
2023 Q3	$1.9M	Sell	17,743 -3,096	-15%	-$337K	0.77%	30
2023 Q2	$2.32M	Buy	20,839 +2,417	+13%	+$237K	0.91%	25
2023 Q1	$1.69M	Buy	18,422 +3,918	+27%	+$329K	0.73%	33
2022 Q4	$1.27M	Buy	+14,504	New	+$1.11M	0.54%	51

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

My Legacy Advisors's IYW Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares US Technology ETF (IYW) stake by 5% in Q2 2025, selling an estimated $111K and leaving 13,749 shares worth $2.42M. The position accounts for 0.86% of the portfolio, ranked #32.

My Legacy Advisors first reported a position in IYW in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.74M in Q2 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

My Legacy Advisors held 13,749 shares of iShares US Technology ETF worth $2.42M as of Q2 2025.
My Legacy Advisors sold 730 iShares US Technology ETF shares in Q2 2025, an estimated $111K.
iShares US Technology ETF made up 0.86% of My Legacy Advisors's portfolio in Q2 2025, its #32 holding.
My Legacy Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 11 quarters since.
My Legacy Advisors's iShares US Technology ETF position peaked at $3.74M in Q2 2024.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.