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Oregon Pacific Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Oregon Pacific Wealth Management’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
-1,070
Closed -$210K – 132
2025
Q3 		$210K Sell
1,070
-95
-8% -$17.4K 0.18% 130
2025
Q2 		$202K Buy
+1,165
New +$177K 0.19% 127

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

Oregon Pacific Wealth Management's IYW Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,070 shares — an estimated $210K sold.

Oregon Pacific Wealth Management first reported a position in IYW in Q2 2025 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 1,070 iShares US Technology ETF shares in Q4 2025, an estimated $210K.
  • Oregon Pacific Wealth Management first reported a position in iShares US Technology ETF in Q2 2025 and held it in 2 quarters.
  • Oregon Pacific Wealth Management's iShares US Technology ETF position peaked at $210K in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.