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Sheaff Brock Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Sheaff Brock Investment 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
Q1 		$225K Hold
1,600
– – 0.02% 379
2024
Q4 		$255K Hold
1,600
– – 0.02% 365
2024
Q3 		$243K Hold
1,600
– – 0.02% 364
2024
Q2 		$241K Sell
1,600
-100
-6% -$13.8K 0.02% 353
2024
Q1 		$230K Buy
+1,700
New +$221K 0.01% 414

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

Sheaff Brock Investment Advisors's IYW Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2025 at 1,600 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #379.

Sheaff Brock Investment Advisors first reported a position in IYW in Q1 2024 and has held it in 5 quarters since. The position peaked at $255K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Sheaff Brock Investment Advisors held 1,600 shares of iShares US Technology ETF worth $225K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its iShares US Technology ETF share count unchanged in Q1 2025.
  • iShares US Technology ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #379 holding.
  • Sheaff Brock Investment Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 5 quarters since.
  • Sheaff Brock Investment Advisors's iShares US Technology ETF position peaked at $255K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.