SF
IYW icon

Safeguard Financial’s iShares US Technology ETF IYW Stock Holding History

Safeguard Financial’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 		$506K Buy
+3,599
New +$561K 0.11% 68

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Safeguard Financial's IYW Position: Q1 2025 in Review

Safeguard Financial opened a new position in iShares US Technology ETF (IYW) in Q1 2025: 3,599 shares worth $506K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Safeguard Financial held 3,599 shares of iShares US Technology ETF worth $506K as of Q1 2025.
  • iShares US Technology ETF was a new Safeguard Financial position in Q1 2025.
  • iShares US Technology ETF made up 0.11% of Safeguard Financial's portfolio in Q1 2025, its #68 holding.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.