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SPC Financial Inc’s iShares US Technology ETF IYW Stock Holding History

SPC Financial Inc’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 		$1.57M Sell
7,993
-219
-3% -$40.1K 0.12% 91
2025
Q2 		$1.42M Sell
8,212
-125,753
-94% -$19.1M 0.12% 92
2025
Q1 		$18.8M Sell
133,965
-839
-0.6% -$131K 1.65% 21
2024
Q4 		$21.5M Sell
134,804
-618
-0.5% -$97.8K 1.87% 14
2024
Q3 		$20.5M Sell
135,422
-11,825
-8% -$1.74M 1.81% 16
2024
Q2 		$22.2M Sell
147,247
-448
-0.3% -$61.9K 2.05% 14
2024
Q1 		$19.9M Sell
147,695
-1,081
-0.7% -$141K 1.87% 18
2023
Q4 		$18.3M Sell
148,776
-3,841
-3% -$435K 1.86% 19
2023
Q3 		$16M Buy
152,617
+147,395
+2,823% +$16M 1.8% 21
2023
Q2 		$569K Sell
5,222
-192
-4% -$18.9K 0.06% 128
2023
Q1 		$502K Sell
5,414
-257
-5% -$21.6K 0.06% 130
2022
Q4 		$422K Sell
5,671
-1,592
-22% -$122K 0.05% 136
2022
Q3 		$533K Sell
7,263
-1,511
-17% -$128K 0.07% 118
2022
Q2 		$701K Sell
8,774
-187,352
-96% -$16.6M 0.09% 106
2022
Q1 		$20.2M Sell
196,126
-444
-0.2% -$45.3K 2.35% 14
2021
Q4 		$22.6M Buy
196,570
+1,654
+0.8% +$184K 2.52% 11
2021
Q3 		$19.7M Buy
194,916
+189,693
+3,632% +$19.8M 2.44% 12
2021
Q2 		$519K Sell
5,223
-263,571
-98% -$24.6M 0.06% 108
2021
Q1 		$23.6M Sell
268,794
-2,998
-1% -$263K 3.11% 7
2020
Q4 		$23.1M Sell
271,792
-15,348
-5% -$1.23M 3.25% 8
2020
Q3 		$21.6M Sell
287,140
-15,520
-5% -$1.13M 3.73% 5
2020
Q2 		$20.4M Sell
302,660
-592
-0.2% -$35.7K 4.25% 4
2020
Q1 		$15.5M Sell
303,252
-1,540
-0.5% -$89.3K 3.95% 4
2019
Q4 		$17.7M Sell
304,792
-34,312
-10% -$1.87M 3.24% 5
2019
Q3 		$17.3M Sell
339,104
-7,336
-2% -$373K 3.66% 6
2019
Q2 		$17.1M Sell
346,440
-3,608
-1% -$176K 3.45% 7
2019
Q1 		$16.7M Buy
350,048
+5,240
+2% +$233K 3.57% 5
2018
Q4 		$13.8M Sell
344,808
-460
-0.1% -$19.9K 3.81% 4
2018
Q3 		$16.7M Buy
345,268
+4,740
+1% +$224K 3.35% 6
2018
Q2 		$15.2M Buy
340,528
+5,536
+2% +$245K 3.31% 4
2018
Q1 		$14.1M Sell
334,992
-392
-0.1% -$16.9K 3.21% 7
2017
Q4 		$13.6M Buy
335,384
+8,212
+3% +$329K 3.16% 6
2017
Q3 		$12.3M Buy
327,172
+12,460
+4% +$456K 3.04% 7
2017
Q2 		$11M Buy
314,712
+3,920
+1% +$137K 2.91% 8
2017
Q1 		$10.5M Buy
310,792
+11,168
+4% +$363K 2.93% 7
2016
Q4 		$9.01M Buy
+299,624
New +$8.93M 2.74% 10

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

SPC Financial Inc's IYW Position: Q3 2025 in Review

SPC Financial Inc reduced its iShares US Technology ETF (IYW) stake by 2.7% in Q3 2025, selling an estimated $40.1K and leaving 7,993 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #91.

SPC Financial Inc first reported a position in IYW in Q4 2016 and has held it in 36 quarters since. The position peaked at $23.6M in Q1 2021. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • SPC Financial Inc held 7,993 shares of iShares US Technology ETF worth $1.57M as of Q3 2025.
  • SPC Financial Inc sold 219 iShares US Technology ETF shares in Q3 2025, an estimated $40.1K.
  • iShares US Technology ETF made up 0.12% of SPC Financial Inc's portfolio in Q3 2025, its #91 holding.
  • SPC Financial Inc first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 36 quarters since.
  • SPC Financial Inc's iShares US Technology ETF position peaked at $23.6M in Q1 2021.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.