Slocum, Gordon & Co’s iShares US Technology ETF IYW Stock Holding History

Slocum, Gordon & Co’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	-68	Closed	-$11.8K	–	93
2025 Q2	$11.8K	Hold	68	–	–	0.01%	103
2025 Q1	$9.55K	Hold	68	–	–	0.01%	110
2024 Q4	$10.8K	Hold	68	–	–	0.01%	109
2024 Q3	$10.3K	Hold	68	–	–	﹤0.01%	108
2024 Q2	$10.2K	Hold	68	–	–	0.01%	116
2024 Q1	$9.18K	Hold	68	–	–	0.01%	115
2023 Q4	$8.35K	Hold	68	–	–	0.01%	118
2023 Q3	$7.13K	Buy	+68	New	+$7.39K	0.01%	133
2023 Q2	–	Sell	-68	Closed	-$6.31K	–	138
2023 Q1	$6.31K	Hold	68	–	–	0.01%	117
2022 Q4	$5.07K	Buy	+68	New	+$5.2K	﹤0.01%	117

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

Slocum, Gordon & Co's IYW Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 68 shares — an estimated $11.8K sold.

Slocum, Gordon & Co first reported a position in IYW in Q4 2022 and held it in 10 quarters. The position peaked at $11.8K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Slocum, Gordon & Co reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 68 iShares US Technology ETF shares in Q3 2025, an estimated $11.8K.
Slocum, Gordon & Co first reported a position in iShares US Technology ETF in Q4 2022 and held it in 10 quarters.
Slocum, Gordon & Co's iShares US Technology ETF position peaked at $11.8K in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.