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Planned Solutions’s iShares US Technology ETF IYW Stock Holding History

Planned 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
Q2 		– Sell
-4,210
Closed -$591K – 128
2025
Q1 		$591K Buy
+4,210
New +$656K 0.24% 52
2024
Q4 		– Sell
-878
Closed -$133K – 384
2024
Q3 		$133K Buy
+878
New +$129K 0.05% 163
2024
Q1 		– Sell
-878
Closed -$108K – 325
2023
Q4 		$108K Buy
+878
New +$99.5K 0.05% 175
2021
Q1 		– Sell
-684
Closed -$58K – 244
2020
Q4 		$58K Hold
684
– – 0.05% 174
2020
Q3 		$51K Buy
+684
New +$49.9K 0.05% 148

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
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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Planned Solutions's IYW Position: Q2 2025 in Review

Planned Solutions sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 4,210 shares — an estimated $591K sold.

Planned Solutions first reported a position in IYW in Q3 2020 and held it in 5 quarters. The position peaked at $591K in Q1 2025. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Planned Solutions reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Planned Solutions sold 4,210 iShares US Technology ETF shares in Q2 2025, an estimated $591K.
  • Planned Solutions first reported a position in iShares US Technology ETF in Q3 2020 and held it in 5 quarters.
  • Planned Solutions's iShares US Technology ETF position peaked at $591K in Q1 2025.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Planned Solutions's 13F filing for Q2 2025, filed 29 Jul 2025.