Sovereign Financial Group’s iShares US Technology ETF IYW Stock Holding History

Sovereign Financial 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	-5,619	Closed	-$974K	–	338
2025 Q2	$974K	Sell	5,619 -511	-8%	-$77.5K	0.2%	96
2025 Q1	$861K	Sell	6,130 -192	-3%	-$29.9K	0.2%	99
2024 Q4	$1.01M	Sell	6,322 -551	-8%	-$87.2K	0.23%	83
2024 Q3	$1.04M	Sell	6,873 -504	-7%	-$74.1K	0.24%	80
2024 Q2	$1.11M	Buy	7,377 +1,764	+31%	+$244K	0.28%	74
2024 Q1	$758K	Buy	5,613 +182	+3%	+$23.7K	0.2%	100
2023 Q4	$667K	Buy	5,431 +567	+12%	+$64.2K	0.2%	95
2023 Q3	$510K	Sell	4,864 -5,478	-53%	-$596K	0.18%	118
2023 Q2	$1.13M	Buy	10,342 +1,422	+16%	+$140K	0.37%	65
2023 Q1	$828K	Buy	8,920 +2,140	+32%	+$180K	0.31%	84
2022 Q4	$505K	Buy	+6,780	New	+$519K	0.2%	121

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

Sovereign Financial Group's IYW Position: Q3 2025 in Review

Sovereign Financial Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 5,619 shares — an estimated $974K sold.

Sovereign Financial Group first reported a position in IYW in Q4 2022 and held it in 11 quarters. The position peaked at $1.13M in Q2 2023. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Sovereign Financial Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Sovereign Financial Group sold 5,619 iShares US Technology ETF shares in Q3 2025, an estimated $974K.
Sovereign Financial Group first reported a position in iShares US Technology ETF in Q4 2022 and held it in 11 quarters.
Sovereign Financial Group's iShares US Technology ETF position peaked at $1.13M in Q2 2023.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.