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IYW icon

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

&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
2026
Q1 		$13.9M Sell
76,970
-13,811
-15% -$2.67M 0.07% 265
2025
Q4 		$18.1M Buy
90,781
+23,043
+34% +$4.61M 0.09% 190
2025
Q3 		$13.3M Sell
67,738
-9,966
-13% -$1.82M 0.09% 222
2025
Q2 		$13.5M Buy
77,704
+23,057
+42% +$3.5M 0.1% 188
2025
Q1 		$7.67M Sell
54,647
-4,259
-7% -$663K 0.08% 228
2024
Q4 		$9.57M Buy
58,906
+10,840
+23% +$1.72M 0.11% 177
2024
Q3 		$7.34M Buy
48,066
+24,392
+103% +$3.59M 0.14% 152
2024
Q2 		$3.56M Buy
23,674
+15,012
+173% +$2.07M 0.16% 147
2024
Q1 		$1.17M Buy
+8,662
New +$1.13M 0.16% 132

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return