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Resurgent Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Resurgent Financial 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
Q3 		– Sell
-2,606
Closed -$452K – 213
2025
Q2 		$452K Sell
2,606
-283
-10% -$42.9K 0.25% 116
2025
Q1 		$406K Buy
2,889
+80
+3% +$12.5K 0.24% 117
2024
Q4 		$448K Sell
2,809
-3
-0.1% -$475 0.26% 106
2024
Q3 		$426K Sell
2,812
-13
-0.5% -$1.91K 0.25% 117
2024
Q2 		$425K Buy
2,825
+330
+13% +$45.6K 0.26% 115
2024
Q1 		$337K Sell
2,495
-69
-3% -$8.98K 0.18% 143
2023
Q4 		$315K Buy
2,564
+1,305
+104% +$148K 0.19% 129
2023
Q3 		$132K Sell
1,259
-555
-31% -$60.4K 0.09% 194
2023
Q2 		$197K Buy
1,814
+229
+14% +$22.5K 0.13% 145
2023
Q1 		$147K Buy
1,585
+405
+34% +$34K 0.1% 183
2022
Q4 		$87.9K Buy
+1,180
New +$90.3K 0.05% 327

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Resurgent Financial Advisors's IYW Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 2,606 shares — an estimated $452K sold.

Resurgent Financial Advisors first reported a position in IYW in Q4 2022 and held it in 11 quarters. The position peaked at $452K in Q2 2025. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Resurgent Financial Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,606 iShares US Technology ETF shares in Q3 2025, an estimated $452K.
  • Resurgent Financial Advisors first reported a position in iShares US Technology ETF in Q4 2022 and held it in 11 quarters.
  • Resurgent Financial Advisors's iShares US Technology ETF position peaked at $452K in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.