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

Semmax 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
Q2 		$467K Sell
2,539
-489
-16% -$74.1K 0.12% 117
2025
Q1 		$449K Buy
3,028
+132
+5% +$20.6K 0.12% 112
2024
Q4 		$478K Buy
2,896
+316
+12% +$50K 0.13% 111
2024
Q3 		$415K Sell
2,580
-105
-4% -$15.4K 0.11% 107
2024
Q2 		$386K Buy
2,685
+310
+13% +$42.8K 0.12% 107
2024
Q1 		$319K Buy
2,375
+735
+45% +$95.7K 0.11% 106
2023
Q4 		$215K Buy
1,640
+1,543
+1,591% +$175K 0.08% 106
2023
Q3 		$11K Buy
+97
New +$10.5K ﹤0.01% 188

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Semmax Financial Advisors's IYW Position: Q2 2025 in Review

Semmax Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 16% in Q2 2025, selling an estimated $74.1K and leaving 2,539 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #117.

Semmax Financial Advisors first reported a position in IYW in Q3 2023 and has held it in 8 quarters since. The position peaked at $478K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Semmax Financial Advisors held 2,539 shares of iShares US Technology ETF worth $467K as of Q2 2025.
  • Semmax Financial Advisors sold 489 iShares US Technology ETF shares in Q2 2025, an estimated $74.1K.
  • iShares US Technology ETF made up 0.12% of Semmax Financial Advisors's portfolio in Q2 2025, its #117 holding.
  • Semmax Financial Advisors first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 8 quarters since.
  • Semmax Financial Advisors's iShares US Technology ETF position peaked at $478K in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.