Spectrum Wealth Counsel’s iShares US Technology ETF IYW Stock Holding History

Spectrum Wealth Counsel’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 Q1	$6.89M	Buy	49,071 +2,174	+5%	+$339K	0.83%	41
2024 Q4	$7.48M	Sell	46,897 -3,669	-7%	-$581K	0.88%	34
2024 Q3	$7.67M	Sell	50,566 -159	-0.3%	-$23.4K	0.91%	32
2024 Q2	$7.63M	Sell	50,725 -6,222	-11%	-$860K	0.97%	31
2024 Q1	$7.69M	Buy	56,947 +2	+0%	+$260	0.94%	32
2023 Q4	$6.99M	Buy	+56,945	New	+$6.45M	0.97%	28

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Spectrum Wealth Counsel's IYW Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares US Technology ETF (IYW) stake by 4.6% in Q1 2025, buying an estimated $339K and bringing the position to 49,071 shares worth $6.89M. The position accounts for 0.83% of the portfolio, ranked #41.

Spectrum Wealth Counsel first reported a position in IYW in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.69M in Q1 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Spectrum Wealth Counsel held 49,071 shares of iShares US Technology ETF worth $6.89M as of Q1 2025.
Spectrum Wealth Counsel bought 2,174 iShares US Technology ETF shares in Q1 2025, an estimated $339K.
iShares US Technology ETF made up 0.83% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #41 holding.
Spectrum Wealth Counsel first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares US Technology ETF position peaked at $7.69M in Q1 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.