Stokes Family Office’s iShares US Technology ETF IYW Stock Holding History

Stokes Family Office’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	–	Sell	-1,285	Closed	-$205K	–	246
2024 Q4	$205K	Buy	+1,285	New	+$203K	0.02%	233
2024 Q2	–	Sell	-1,805	Closed	-$244K	–	229
2024 Q1	$244K	Hold	1,805	–	–	0.03%	203
2023 Q4	$222K	Sell	1,805 -128	-7%	-$14.5K	0.03%	202
2023 Q3	$203K	Sell	1,933 -141	-7%	-$15.3K	0.02%	306
2023 Q2	$226K	Buy	+2,074	New	+$204K	0.03%	277
2023 Q1	–	Sell	-3,256	Closed	-$243K	–	312
2022 Q4	$243K	Buy	3,256 +268	+9%	+$20.5K	0.03%	240
2022 Q3	$219K	Hold	2,988	–	–	0.03%	246
2022 Q2	$239K	Sell	2,988 -307	-9%	-$27.2K	0.03%	235
2022 Q1	$340K	Buy	3,295 +54	+2%	+$5.51K	0.05%	194
2021 Q4	$372K	Buy	3,241 +28	+0.9%	+$3.11K	0.05%	168
2021 Q3	$325K	Buy	3,213 +225	+8%	+$23.5K	0.05%	179
2021 Q2	$297K	Hold	2,988	–	–	0.04%	178
2021 Q1	$262K	Hold	2,988	–	–	0.04%	173
2020 Q4	$254K	Hold	2,988	–	–	0.05%	151
2020 Q3	$225K	Hold	2,988	–	–	0.05%	139
2020 Q2	$202K	Buy	+2,988	New	+$180K	0.05%	124

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Stokes Family Office's IYW Position: Q1 2025 in Review

Stokes Family Office sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,285 shares — an estimated $205K sold.

Stokes Family Office first reported a position in IYW in Q2 2020 and held it in 16 quarters. The position peaked at $372K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Stokes Family Office reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Stokes Family Office sold 1,285 iShares US Technology ETF shares in Q1 2025, an estimated $205K.
Stokes Family Office first reported a position in iShares US Technology ETF in Q2 2020 and held it in 16 quarters.
Stokes Family Office's iShares US Technology ETF position peaked at $372K in Q4 2021.
1,100 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Stokes Family Office's 13F filing for Q1 2025, filed 13 May 2025.