Simon Quick Advisors’s iShares US Technology ETF IYW Stock Holding History

Simon Quick 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	–	Sell	-4,112	Closed	-$713K	–	402
2025 Q2	$713K	Sell	4,112 -369	-8%	-$55.9K	0.04%	213
2025 Q1	$629K	Buy	4,481 +369	+9%	+$57.5K	0.04%	250
2024 Q4	$656K	Buy	4,112 +1	+0%	+$158	0.04%	206
2024 Q3	$623K	Hold	4,111	–	–	0.04%	210
2024 Q2	$619K	Hold	4,111	–	–	0.04%	182
2024 Q1	$555K	Buy	4,111 +1	+0%	+$130	0.04%	190
2023 Q4	$505K	Buy	4,110 +406	+11%	+$46K	0.04%	176
2023 Q3	$389K	Hold	3,704	–	–	0.04%	195
2023 Q2	$403K	Hold	3,704	–	–	0.04%	173
2023 Q1	$344K	Hold	3,704	–	–	0.04%	192
2022 Q4	$276K	Hold	3,704	–	–	0.03%	188
2022 Q3	$272K	Hold	3,704	–	–	0.04%	156
2022 Q2	$339K	Hold	3,704	–	–	0.04%	134
2022 Q1	$382K	Hold	3,704	–	–	0.11%	75
2021 Q4	$425K	Hold	3,704	–	–	0.11%	78
2021 Q3	$375K	Hold	3,704	–	–	0.1%	86
2021 Q2	$368K	Hold	3,704	–	–	0.1%	76
2021 Q1	$324K	Hold	3,704	–	–	0.1%	80
2020 Q4	$315K	Buy	3,704 +3,276	+765%	+$262K	0.1%	79
2020 Q3	$32K	Hold	428	–	–	0.01%	250
2020 Q2	$29K	Sell	428 -1,000	-70%	-$60.4K	0.01%	262
2020 Q1	$73K	Buy	+1,428	New	+$82.8K	0.03%	153

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

Simon Quick Advisors's IYW Position: Q3 2025 in Review

Simon Quick Advisors sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 4,112 shares — an estimated $713K sold.

Simon Quick Advisors first reported a position in IYW in Q1 2020 and held it in 22 quarters. The position peaked at $713K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Simon Quick Advisors reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Simon Quick Advisors sold 4,112 iShares US Technology ETF shares in Q3 2025, an estimated $713K.
Simon Quick Advisors first reported a position in iShares US Technology ETF in Q1 2020 and held it in 22 quarters.
Simon Quick Advisors's iShares US Technology ETF position peaked at $713K in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Simon Quick Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.