RFN
IYW icon

RDA Financial Network’s iShares US Technology ETF IYW Stock Holding History

RDA Financial Network’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
Q3 		– Sell
-3,202
Closed -$555K – 271
2025
Q2 		$555K Sell
3,202
-67
-2% -$10.2K 0.15% 135
2025
Q1 		$459K Sell
3,269
-56
-2% -$8.72K 0.14% 141
2024
Q4 		$530K Buy
3,325
+720
+28% +$114K 0.15% 132
2024
Q3 		$395K Sell
2,605
-75
-3% -$11K 0.12% 160
2024
Q2 		$403K Buy
+2,680
New +$370K 0.13% 148

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RDA Financial Network's IYW Position: Q3 2025 in Review

RDA Financial Network sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 3,202 shares — an estimated $555K sold.

RDA Financial Network first reported a position in IYW in Q2 2024 and held it in 5 quarters. The position peaked at $555K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • RDA Financial Network reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • RDA Financial Network sold 3,202 iShares US Technology ETF shares in Q3 2025, an estimated $555K.
  • RDA Financial Network first reported a position in iShares US Technology ETF in Q2 2024 and held it in 5 quarters.
  • RDA Financial Network's iShares US Technology ETF position peaked at $555K in Q2 2025.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.