Redhawk Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Redhawk Wealth 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 Q1	–	Sell	-4,623	Closed	-$738K	–	318
2024 Q4	$738K	Buy	4,623 +36	+0.8%	+$5.7K	0.1%	152
2024 Q3	$695K	Sell	4,587 -616	-12%	-$90.6K	0.1%	160
2024 Q2	$783K	Sell	5,203 -854	-14%	-$118K	0.12%	143
2024 Q1	$818K	Buy	+6,057	New	+$788K	0.13%	133
2021 Q3	–	Sell	-6,684	Closed	-$664K	–	246
2021 Q2	$664K	Buy	+6,684	New	+$623K	0.15%	126

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Redhawk Wealth Advisors's IYW Position: Q1 2025 in Review

Redhawk Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 4,623 shares — an estimated $738K sold.

Redhawk Wealth Advisors first reported a position in IYW in Q2 2021 and held it in 5 quarters. The position peaked at $818K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Redhawk Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Redhawk Wealth Advisors sold 4,623 iShares US Technology ETF shares in Q1 2025, an estimated $738K.
Redhawk Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2021 and held it in 5 quarters.
Redhawk Wealth Advisors's iShares US Technology ETF position peaked at $818K in Q1 2024.
1,100 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Redhawk Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.