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REAP Financial Group’s iShares US Technology ETF IYW Stock Holding History

REAP Financial Group’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 		– Sell
-419
Closed -$82.1K – 581
2025
Q3 		$82.1K Buy
419
+2
+0.5% +$366 0.02% 210
2025
Q2 		$72.3K Buy
417
+42
+11% +$6.37K 0.02% 218
2025
Q1 		$52.7K Sell
375
-441
-54% -$68.7K 0.01% 209
2024
Q4 		$130K Sell
816
-22
-3% -$3.48K 0.03% 139
2024
Q3 		$127K Sell
838
-190
-18% -$27.9K 0.03% 142
2024
Q2 		$155K Sell
1,028
-239
-19% -$33K 0.04% 131
2024
Q1 		$171K Buy
1,267
+112
+10% +$14.6K 0.05% 133
2023
Q4 		$142K Buy
+1,155
New +$131K 0.04% 160

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

REAP Financial Group's IYW Position: Q4 2025 in Review

REAP Financial Group sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 419 shares — an estimated $82.1K sold.

REAP Financial Group first reported a position in IYW in Q4 2023 and held it in 8 quarters. The position peaked at $171K in Q1 2024. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • REAP Financial Group reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • REAP Financial Group sold 419 iShares US Technology ETF shares in Q4 2025, an estimated $82.1K.
  • REAP Financial Group first reported a position in iShares US Technology ETF in Q4 2023 and held it in 8 quarters.
  • REAP Financial Group's iShares US Technology ETF position peaked at $171K in Q1 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on REAP Financial Group's 13F filing for Q4 2025, filed 10 Feb 2026.