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Northeast Financial Consultants’s iShares US Technology ETF IYW Stock Holding History

Northeast Financial Consultants’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 		$3.56M Hold
20,564
– – 0.15% 76
2025
Q1 		$2.89M Buy
20,564
+1
+0% +$156 0.13% 90
2024
Q4 		$3.28M Hold
20,563
– – 0.14% 83
2024
Q3 		$3.12M Sell
20,563
-192
-0.9% -$28.2K 0.14% 84
2024
Q2 		$3.12M Hold
20,755
– – 0.14% 82
2024
Q1 		$2.8M Sell
20,755
-555
-3% -$72.2K 0.14% 94
2023
Q4 		$2.62M Hold
21,310
– – 0.14% 92
2023
Q3 		$2.24M Hold
21,310
– – 0.14% 96
2023
Q2 		$2.32M Hold
21,310
– – 0.14% 94
2023
Q1 		$1.98M Sell
21,310
-4,190
-16% -$352K 0.13% 100
2022
Q4 		$1.9M Sell
25,500
-11
-0% -$842 0.13% 102
2022
Q3 		$1.87M Buy
25,511
+2,440
+11% +$207K 0.14% 95
2022
Q2 		$1.84M Buy
23,071
+1,000
+5% +$88.5K 0.13% 98
2022
Q1 		$2.27M Hold
22,071
– – 0.13% 98
2021
Q4 		$2.53M Sell
22,071
-953
-4% -$106K 0.15% 77
2021
Q3 		$2.33M Buy
23,024
+2,638
+13% +$275K 0.16% 83
2021
Q2 		$2.03M Hold
20,386
– – 0.14% 94
2021
Q1 		$1.79M Hold
20,386
– – 0.14% 93
2020
Q4 		$1.73M Buy
20,386
+242
+1% +$19.3K 0.14% 89
2020
Q3 		$1.52M Hold
20,144
– – 0.14% 95
2020
Q2 		$1.36M Buy
20,144
+15,400
+325% +$929K 0.13% 96
2020
Q1 		$242K Hold
4,744
– – 0.03% 225
2019
Q4 		$276K Hold
4,744
– – 0.02% 244
2019
Q3 		$242K Hold
4,744
– – 0.02% 272
2019
Q2 		$235K Hold
4,744
– – 0.02% 278
2019
Q1 		$226K Buy
+4,744
New +$211K 0.03% 280
2018
Q3 		– Sell
-4,520
Closed -$201K – 161
2018
Q2 		$201K Buy
+4,520
New +$200K 0.06% 138

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northeast Financial Consultants's IYW Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares US Technology ETF (IYW) position steady in Q2 2025 at 20,564 shares worth $3.56M. The position accounts for 0.15% of the portfolio, ranked #76.

Northeast Financial Consultants first reported a position in IYW in Q2 2018 and has held it in 27 quarters since. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Northeast Financial Consultants held 20,564 shares of iShares US Technology ETF worth $3.56M as of Q2 2025.
  • Northeast Financial Consultants left its iShares US Technology ETF share count unchanged in Q2 2025.
  • iShares US Technology ETF made up 0.15% of Northeast Financial Consultants's portfolio in Q2 2025, its #76 holding.
  • Northeast Financial Consultants first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 27 quarters since.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.