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

PSI 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	-494	Closed	-$69.4K	–	395
2025 Q1	$69.4K	Buy	494 +31	+7%	+$4.83K	0.02%	196
2024 Q4	$73.9K	Buy	463 +123	+36%	+$19.5K	0.02%	217
2024 Q3	$51.6K	Hold	340	–	–	0.02%	272
2024 Q2	$51.2K	Hold	340	–	–	0.02%	254
2024 Q1	$45.9K	Hold	340	–	–	0.02%	264
2023 Q4	$41.7K	Hold	340	–	–	0.02%	286
2023 Q3	$35.7K	Hold	340	–	–	0.02%	287
2023 Q2	$37K	Hold	340	–	–	0.02%	284
2023 Q1	$31.6K	Hold	340	–	–	0.02%	277
2022 Q4	$25.3K	Hold	340	–	–	0.01%	289
2022 Q3	$25K	Hold	340	–	–	0.01%	301
2022 Q2	$27K	Hold	340	–	–	0.01%	316
2022 Q1	$35K	Hold	340	–	–	0.01%	297
2021 Q4	$39K	Hold	340	–	–	0.02%	305
2021 Q3	$34K	Buy	+340	New	+$35.5K	0.02%	322
2020 Q1	–	Sell	-380	Closed	-$22K	–	350
2019 Q4	$22K	Buy	+380	New	+$20.7K	0.01%	365

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

PSI Advisors's IYW Position: Q2 2025 in Review

PSI Advisors sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 494 shares — an estimated $69.4K sold.

PSI Advisors first reported a position in IYW in Q4 2019 and held it in 16 quarters. The position peaked at $73.9K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

PSI Advisors reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 494 iShares US Technology ETF shares in Q2 2025, an estimated $69.4K.
PSI Advisors first reported a position in iShares US Technology ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's iShares US Technology ETF position peaked at $73.9K in Q4 2024.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.