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Sound View Wealth Advisors Group’s iShares US Technology ETF IYW Stock Holding History

Sound View Wealth Advisors Group’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
-1,304
Closed -$226K – 431
2025
Q2 		$226K Buy
+1,304
New +$198K 0.02% 385

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound View Wealth Advisors Group's IYW Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 1,304 shares — an estimated $226K sold.

Sound View Wealth Advisors Group first reported a position in IYW in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,304 iShares US Technology ETF shares in Q3 2025, an estimated $226K.
  • Sound View Wealth Advisors Group first reported a position in iShares US Technology ETF in Q2 2025 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's iShares US Technology ETF position peaked at $226K in Q2 2025.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.