Signet Financial Management’s iShares US Technology ETF IYW Stock Holding History

Signet Financial Management’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	-9,478	Closed	-$1.64M	–	296
2025 Q2	$1.64M	Buy	9,478 +832	+10%	+$126K	0.21%	133
2025 Q1	$1.21M	Buy	+8,646	New	+$1.35M	0.16%	145
2022 Q1	–	Sell	-107	Closed	-$12K	–	778
2021 Q4	$12K	Buy	+107	New	+$11.9K	﹤0.01%	1008
2018 Q4	–	Sell	-776	Closed	-$38K	–	542
2018 Q3	$38K	Hold	776	–	–	0.01%	428
2018 Q2	$35K	Hold	776	–	–	0.01%	440
2018 Q1	$33K	Buy	+776	New	+$33.4K	0.01%	414

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

Signet Financial Management's IYW Position: Q3 2025 in Review

Signet Financial Management sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 9,478 shares — an estimated $1.64M sold.

Signet Financial Management first reported a position in IYW in Q1 2018 and held it in 6 quarters. The position peaked at $1.64M in Q2 2025. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Signet Financial Management reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Signet Financial Management sold 9,478 iShares US Technology ETF shares in Q3 2025, an estimated $1.64M.
Signet Financial Management first reported a position in iShares US Technology ETF in Q1 2018 and held it in 6 quarters.
Signet Financial Management's iShares US Technology ETF position peaked at $1.64M in Q2 2025.
1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Signet Financial Management's 13F filing for Q3 2025, filed 7 Nov 2025.