Procyon Advisors’s iShares US Technology ETF IYW Stock Holding History

Procyon Advisors’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	-4,035	Closed	-$567K	–	547
2025 Q1	$567K	Sell	4,035 -64	-2%	-$9.97K	0.03%	345
2024 Q4	$654K	Hold	4,099	–	–	0.04%	296
2024 Q3	$621K	Sell	4,099 -8	-0.2%	-$1.18K	0.04%	298
2024 Q2	$618K	Buy	4,107 +2,490	+154%	+$344K	0.05%	284
2024 Q1	$218K	Buy	+1,617	New	+$210K	0.02%	476

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Procyon Advisors's IYW Position: Q2 2025 in Review

Procyon Advisors sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 4,035 shares — an estimated $567K sold.

Procyon Advisors first reported a position in IYW in Q1 2024 and held it in 5 quarters. The position peaked at $654K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Procyon Advisors reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Procyon Advisors sold 4,035 iShares US Technology ETF shares in Q2 2025, an estimated $567K.
Procyon Advisors first reported a position in iShares US Technology ETF in Q1 2024 and held it in 5 quarters.
Procyon Advisors's iShares US Technology ETF position peaked at $654K in Q4 2024.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.