Rice Partnership’s iShares US Technology ETF IYW Stock Holding History

Rice Partnership’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	-138	Closed	-$27K	–	189
2025 Q3	$27K	Buy	138 +31	+29%	+$5.67K	﹤0.01%	158
2025 Q2	$18.5K	Buy	+107	New	+$16.2K	﹤0.01%	154

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

Rice Partnership's IYW Position: Q4 2025 in Review

Rice Partnership sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 138 shares — an estimated $27K sold.

Rice Partnership first reported a position in IYW in Q2 2025 and held it in 2 quarters. The position peaked at $27K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Rice Partnership reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Rice Partnership sold 138 iShares US Technology ETF shares in Q4 2025, an estimated $27K.
Rice Partnership first reported a position in iShares US Technology ETF in Q2 2025 and held it in 2 quarters.
Rice Partnership's iShares US Technology ETF position peaked at $27K in Q3 2025.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.