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Rappaport Reiches Capital Management’s iShares US Technology ETF IYW Stock Holding History

Rappaport Reiches Capital Management’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
Q1 		$394K Sell
2,805
-313
-10% -$48.8K 0.1% 72
2024
Q4 		$497K Buy
3,118
+101
+3% +$16K 0.13% 58
2024
Q3 		$457K Buy
3,017
+152
+5% +$22.4K 0.12% 63
2024
Q2 		$431K Buy
2,865
+690
+32% +$95.4K 0.13% 61
2024
Q1 		$294K Buy
+2,175
New +$283K 0.09% 81

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
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
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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Rappaport Reiches Capital Management's IYW Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its iShares US Technology ETF (IYW) stake by 10% in Q1 2025, selling an estimated $48.8K and leaving 2,805 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #72.

Rappaport Reiches Capital Management first reported a position in IYW in Q1 2024 and has held it in 5 quarters since. The position peaked at $497K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Rappaport Reiches Capital Management held 2,805 shares of iShares US Technology ETF worth $394K as of Q1 2025.
  • Rappaport Reiches Capital Management sold 313 iShares US Technology ETF shares in Q1 2025, an estimated $48.8K.
  • iShares US Technology ETF made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #72 holding.
  • Rappaport Reiches Capital Management first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 5 quarters since.
  • Rappaport Reiches Capital Management's iShares US Technology ETF position peaked at $497K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.