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Park Square Financial Group’s iShares US Technology ETF IYW Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-234
Closed -$40.5K – 623
2025
Q2 		$40.5K Hold
234
– – 0.03% 333
2025
Q1 		$32.9K Buy
234
+200
+588% +$31.2K 0.03% 337
2024
Q4 		$5.42K Buy
+34
New +$5.38K ﹤0.01% 691

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Park Square Financial Group's IYW Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 234 shares — an estimated $40.5K sold.

Park Square Financial Group first reported a position in IYW in Q4 2024 and held it in 3 quarters. The position peaked at $40.5K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 234 iShares US Technology ETF shares in Q3 2025, an estimated $40.5K.
  • Park Square Financial Group first reported a position in iShares US Technology ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares US Technology ETF position peaked at $40.5K in Q2 2025.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.