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Orion Portfolio Solutions’s iShares US Technology ETF IYW Stock Holding History

Orion Portfolio Solutions’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
Q1 		$8.21M Sell
58,491
-3,415
-6% -$532K 0.08% 241
2024
Q4 		$9.88M Sell
61,906
-2,934
-5% -$464K 0.1% 199
2024
Q3 		$9.83M Sell
64,840
-10,478
-14% -$1.54M 0.1% 205
2024
Q2 		$11.3M Buy
75,318
+9,843
+15% +$1.36M 0.12% 161
2024
Q1 		$8.84M Buy
65,475
+2,435
+4% +$317K 0.09% 216
2023
Q4 		$7.61M Buy
63,040
+22,146
+54% +$2.51M 0.09% 223
2023
Q3 		$4.29M Sell
40,894
-44,416
-52% -$4.83M 0.05% 335
2023
Q2 		$9.29M Buy
85,310
+3,945
+5% +$387K 0.1% 201
2023
Q1 		$7.55M Buy
81,365
+41,877
+106% +$3.51M 0.09% 196
2022
Q4 		$2.94M Buy
+39,488
New +$3.02M 0.1% 140
2022
Q2 		– Sell
-3,486
Closed -$359K – 715
2022
Q1 		$359K Hold
3,486
– – 0.01% 528
2021
Q4 		$400K Buy
3,486
+150
+4% +$16.7K 0.01% 486
2021
Q3 		$338K Sell
3,336
-40,653
-92% -$4.24M 0.01% 501
2021
Q2 		$4.37M Buy
43,989
+40,653
+1,219% +$3.79M 0.17% 82
2021
Q1 		$293K Hold
3,336
– – 0.01% 442
2020
Q4 		$284K Hold
3,336
– – 0.01% 406
2020
Q3 		$251K Hold
3,336
– – 0.01% 382
2020
Q2 		$225K Hold
3,336
– – 0.01% 376
2020
Q1 		$170K Sell
3,336
-2,056
-38% -$119K 0.01% 344
2019
Q4 		$314K Buy
+5,392
New +$293K 0.02% 260

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Orion Portfolio Solutions's IYW Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares US Technology ETF (IYW) stake by 5.5% in Q1 2025, selling an estimated $532K and leaving 58,491 shares worth $8.21M. The position accounts for 0.08% of the portfolio, ranked #241.

Orion Portfolio Solutions first reported a position in IYW in Q4 2019 and has held it in 20 quarters since. The position peaked at $11.3M in Q2 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Orion Portfolio Solutions held 58,491 shares of iShares US Technology ETF worth $8.21M as of Q1 2025.
  • Orion Portfolio Solutions sold 3,415 iShares US Technology ETF shares in Q1 2025, an estimated $532K.
  • iShares US Technology ETF made up 0.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #241 holding.
  • Orion Portfolio Solutions first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's iShares US Technology ETF position peaked at $11.3M in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.