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Ransom Advisory’s iShares US Technology ETF IYW Stock Holding History

Ransom Advisory’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
Q4 		$212K Buy
+1,062
New +$212K 0.08% 126
2025
Q1 		– Sell
-1,000
Closed -$160K – 377
2024
Q4 		$160K Hold
1,000
– – 0.07% 131
2024
Q3 		$152K Hold
1,000
– – 0.07% 137
2024
Q2 		$151K Hold
1,000
– – 0.08% 134
2024
Q1 		$135K Buy
+1,000
New +$130K 0.07% 137

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ransom Advisory's IYW Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares US Technology ETF (IYW) in Q4 2025: 1,062 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IYW as recently as Q4 2024.

Ransom Advisory first reported a position in IYW in Q1 2024 and has held it in 5 quarters since. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Ransom Advisory held 1,062 shares of iShares US Technology ETF worth $212K as of Q4 2025.
  • iShares US Technology ETF was a new Ransom Advisory position in Q4 2025.
  • iShares US Technology ETF made up 0.08% of Ransom Advisory's portfolio in Q4 2025, its #126 holding.
  • Ransom Advisory first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.