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ORG Partners’s iShares US Technology ETF IYW Stock Holding History

ORG Partners’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 		$3.41K Sell
17
-114
-87% -$22.8K ﹤0.01% 1335
2025
Q3 		$25.7K Sell
131
-2,338
-95% -$428K ﹤0.01% 734
2025
Q2 		$423K Buy
2,469
+1,686
+215% +$256K 0.09% 193
2025
Q1 		$111K Sell
783
-1,199
-60% -$187K 0.03% 368
2024
Q4 		$317K Sell
1,982
-156
-7% -$24.7K 0.04% 253
2024
Q3 		$324K Sell
2,138
-282
-12% -$41.5K 0.05% 220
2024
Q2 		$368K Buy
+2,420
New +$334K 0.05% 290
2024
Q1 		– Sell
-2,334
Closed -$287K – 815
2023
Q4 		$287K Buy
2,334
+2,281
+4,304% +$258K 0.05% 244
2023
Q3 		$5.56K Sell
53
-30,305
-100% -$3.3M ﹤0.01% 933
2023
Q2 		$3.3M Buy
30,358
+135
+0.4% +$13.3K 0.54% 40
2023
Q1 		$2.8M Buy
+30,223
New +$2.54M 0.68% 34

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ORG Partners's IYW Position: Q4 2025 in Review

ORG Partners reduced its iShares US Technology ETF (IYW) stake by 87% in Q4 2025, selling an estimated $22.8K and leaving 17 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

ORG Partners first reported a position in IYW in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q2 2023. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • ORG Partners held 17 shares of iShares US Technology ETF worth $3.41K as of Q4 2025.
  • ORG Partners sold 114 iShares US Technology ETF shares in Q4 2025, an estimated $22.8K.
  • iShares US Technology ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1335 holding.
  • ORG Partners first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 11 quarters since.
  • ORG Partners's iShares US Technology ETF position peaked at $3.3M in Q2 2023.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.