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Oldfather Financial Services’s iShares US Technology ETF IYW Stock Holding History

Oldfather Financial Services’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
Q4 		$381K Hold
1,909
– – 0.11% 71
2025
Q3 		$374K Buy
1,909
+61
+3% +$11.2K 0.12% 65
2025
Q2 		$320K Sell
1,848
-322
-15% -$48.8K 0.11% 63
2025
Q1 		$305K Buy
+2,170
New +$338K 0.12% 63

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Oldfather Financial Services's IYW Position: Q4 2025 in Review

Oldfather Financial Services held its iShares US Technology ETF (IYW) position steady in Q4 2025 at 1,909 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #71.

Oldfather Financial Services first reported a position in IYW in Q1 2025 and has held it in 4 quarters since. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Oldfather Financial Services held 1,909 shares of iShares US Technology ETF worth $381K as of Q4 2025.
  • Oldfather Financial Services left its iShares US Technology ETF share count unchanged in Q4 2025.
  • iShares US Technology ETF made up 0.11% of Oldfather Financial Services's portfolio in Q4 2025, its #71 holding.
  • Oldfather Financial Services first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.