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Optivise Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Optivise Advisory 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 		– Sell
-2,503
Closed -$490K – 215
2025
Q3 		$490K Sell
2,503
-2,725
-52% -$499K 0.29% 85
2025
Q2 		$906K Sell
5,228
-167
-3% -$25.3K 0.46% 58
2025
Q1 		$758K Sell
5,395
-768
-12% -$120K 0.43% 62
2024
Q4 		$983K Buy
6,163
+22
+0.4% +$3.48K 0.53% 52
2024
Q3 		$931K Sell
6,141
-33
-0.5% -$4.85K 0.49% 54
2024
Q2 		$929K Buy
+6,174
New +$853K 0.5% 53

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

Optivise Advisory Services's IYW Position: Q4 2025 in Review

Optivise Advisory Services sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,503 shares — an estimated $490K sold.

Optivise Advisory Services first reported a position in IYW in Q2 2024 and held it in 6 quarters. The position peaked at $983K in Q4 2024. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Optivise Advisory Services reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,503 iShares US Technology ETF shares in Q4 2025, an estimated $490K.
  • Optivise Advisory Services first reported a position in iShares US Technology ETF in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's iShares US Technology ETF position peaked at $983K in Q4 2024.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.