Siligmueller & Norvid Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$1.95M	Buy	+9,968	New	+$1.82M	0.88%	36

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IYW Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares US Technology ETF (IYW) in Q3 2025: 9,968 shares worth $1.95M. The stake represents 0.88% of the portfolio and ranks #36 among its holdings.

1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 9,968 shares of iShares US Technology ETF worth $1.95M as of Q3 2025.
iShares US Technology ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares US Technology ETF made up 0.88% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #36 holding.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.