Nottingham Advisors’s iShares US Technology ETF IYW Stock Holding History

Nottingham 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 Q1	–	Sell	-1,500	Closed	-$239K	–	130
2024 Q4	$239K	Hold	1,500	–	–	0.03%	119
2024 Q3	$227K	Sell	1,500 -54	-3%	-$7.94K	0.03%	135
2024 Q2	$234K	Buy	1,554 +54	+4%	+$7.46K	0.03%	147
2024 Q1	$203K	Buy	+1,500	New	+$195K	0.02%	130

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Nottingham Advisors's IYW Position: Q1 2025 in Review

Nottingham Advisors sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,500 shares — an estimated $239K sold.

Nottingham Advisors first reported a position in IYW in Q1 2024 and held it in 4 quarters. The position peaked at $239K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Nottingham Advisors reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Nottingham Advisors sold 1,500 iShares US Technology ETF shares in Q1 2025, an estimated $239K.
Nottingham Advisors first reported a position in iShares US Technology ETF in Q1 2024 and held it in 4 quarters.
Nottingham Advisors's iShares US Technology ETF position peaked at $239K in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Nottingham Advisors's 13F filing for Q1 2025, filed 7 May 2025.