Reflection Asset Management’s iShares US Technology ETF IYW Stock Holding History

Reflection Asset 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 Q4	$338K	Buy	+1,676	New	+$335K	0.24%	79

Other funds holding IYW

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Reflection Asset Management's IYW Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Technology ETF (IYW) in Q4 2025: 1,676 shares worth $338K. The stake represents 0.24% of the portfolio and ranks #79 among its holdings.

1,251 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Reflection Asset Management held 1,676 shares of iShares US Technology ETF worth $338K as of Q4 2025.
iShares US Technology ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Technology ETF made up 0.24% of Reflection Asset Management's portfolio in Q4 2025, its #79 holding.
1,251 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.