Rehmann Capital Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Rehmann Capital Advisory 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 Q3	–	Sell	-1,313	Closed	-$228K	–	660
2025 Q2	$228K	Buy	+1,313	New	+$199K	0.01%	542
2025 Q1	–	Sell	-1,444	Closed	-$230K	–	614
2024 Q4	$230K	Sell	1,444 -5	-0.3%	-$791	0.01%	543
2024 Q3	$220K	Sell	1,449 -43	-3%	-$6.32K	0.01%	552
2024 Q2	$225K	Sell	1,492 -44	-3%	-$6.08K	0.02%	530
2024 Q1	$207K	Buy	+1,536	New	+$200K	0.02%	543
2023 Q3	–	Sell	-2,475	Closed	-$269K	–	552
2023 Q2	$269K	Sell	2,475 -34	-1%	-$3.34K	0.02%	449
2023 Q1	$233K	Buy	+2,509	New	+$211K	0.02%	487
2019 Q3	–	Sell	-72	Closed	-$3.56K	–	1935
2019 Q2	$3.56K	Sell	72 -1,228	-94%	-$60K	﹤0.01%	1641
2019 Q1	$61.9K	Buy	+1,300	New	+$57.8K	0.01%	742
2018 Q4	–	Sell	-1,300	Closed	-$63.1K	–	2005
2018 Q3	$63.1K	Hold	1,300	–	–	0.01%	722
2018 Q2	$57.9K	Hold	1,300	–	–	0.01%	728
2018 Q1	$55K	Buy	+1,300	New	+$56K	0.01%	732

Other funds holding IYW

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

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

PCH

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Rehmann Capital Advisory Group's IYW Position: Q3 2025 in Review

Rehmann Capital Advisory Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 1,313 shares — an estimated $228K sold.

Rehmann Capital Advisory Group first reported a position in IYW in Q1 2018 and held it in 12 quarters. The position peaked at $269K in Q2 2023. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Rehmann Capital Advisory Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,313 iShares US Technology ETF shares in Q3 2025, an estimated $228K.
Rehmann Capital Advisory Group first reported a position in iShares US Technology ETF in Q1 2018 and held it in 12 quarters.
Rehmann Capital Advisory Group's iShares US Technology ETF position peaked at $269K in Q2 2023.
1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.