Semus Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Semus Wealth Partners’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	-2,160	Closed	-$374K	–	122
2025 Q2	$374K	Sell	2,160 -360	-14%	-$54.6K	0.24%	74
2025 Q1	$354K	Buy	2,520 +124	+5%	+$19.3K	0.25%	71
2024 Q4	$382K	Buy	2,396 +141	+6%	+$22.3K	0.25%	72
2024 Q3	$342K	Buy	2,255 +218	+11%	+$32.1K	0.24%	82
2024 Q2	$307K	Buy	2,037 +171	+9%	+$23.6K	0.24%	81
2024 Q1	$252K	Buy	1,866 +153	+9%	+$19.9K	0.21%	104
2023 Q4	$210K	Buy	+1,713	New	+$194K	0.17%	120
2023 Q3	–	Sell	-2,292	Closed	-$250K	–	122
2023 Q2	$250K	Buy	+2,292	New	+$225K	0.23%	96

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

Semus Wealth Partners's IYW Position: Q3 2025 in Review

Semus Wealth Partners sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 2,160 shares — an estimated $374K sold.

Semus Wealth Partners first reported a position in IYW in Q2 2023 and held it in 8 quarters. The position peaked at $382K in Q4 2024. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Semus Wealth Partners reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Semus Wealth Partners sold 2,160 iShares US Technology ETF shares in Q3 2025, an estimated $374K.
Semus Wealth Partners first reported a position in iShares US Technology ETF in Q2 2023 and held it in 8 quarters.
Semus Wealth Partners's iShares US Technology ETF position peaked at $382K in Q4 2024.
1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Semus Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.