Old Mission Capital’s iShares US Technology ETF IYW Stock Holding History

Old Mission Capital’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	–	Sell	-11,911	Closed	-$1.67M	–	1199
2025 Q1	$1.67M	Buy	+11,911	New	+$1.86M	0.02%	268
2024 Q4	–	Sell	-3,032	Closed	-$460K	–	1068
2024 Q3	$460K	Buy	+3,032	New	+$446K	0.01%	786
2022 Q3	–	Sell	-12,326	Closed	-$985K	–	1170
2022 Q2	$985K	Buy	+12,326	New	+$1.09M	0.03%	552
2021 Q1	–	Sell	-2,500	Closed	-$212K	–	813
2020 Q4	$212K	Buy	+2,500	New	+$200K	0.01%	482
2017 Q1	–	Sell	-16,760	Closed	-$504K	–	406
2016 Q4	$504K	Buy	+16,760	New	+$500K	0.04%	248

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Old Mission Capital's IYW Position: Q2 2025 in Review

Old Mission Capital sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 11,911 shares — an estimated $1.67M sold.

Old Mission Capital first reported a position in IYW in Q4 2016 and held it in 5 quarters. The position peaked at $1.67M in Q1 2025. 1,166 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Old Mission Capital reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Old Mission Capital sold 11,911 iShares US Technology ETF shares in Q2 2025, an estimated $1.67M.
Old Mission Capital first reported a position in iShares US Technology ETF in Q4 2016 and held it in 5 quarters.
Old Mission Capital's iShares US Technology ETF position peaked at $1.67M in Q1 2025.
1,166 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.