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Strategic Equity Management’s iShares US Technology ETF IYW Stock Holding History

Strategic Equity Management’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
Q2 		– Sell
-16,774
Closed -$2.36M – 76
2025
Q1 		$2.36M Buy
16,774
+1,124
+7% +$175K 0.99% 19
2024
Q4 		$2.5M Buy
15,650
+1,408
+10% +$223K 1.05% 17
2024
Q3 		$2.16M Buy
14,242
+5,037
+55% +$741K 1.02% 18
2024
Q2 		$1.39M Buy
9,205
+5,562
+153% +$769K 0.9% 17
2024
Q1 		$492K Buy
+3,643
New +$474K 0.41% 24

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Strategic Equity Management's IYW Position: Q2 2025 in Review

Strategic Equity Management sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 16,774 shares — an estimated $2.36M sold.

Strategic Equity Management first reported a position in IYW in Q1 2024 and held it in 5 quarters. The position peaked at $2.5M in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Strategic Equity Management reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Equity Management sold 16,774 iShares US Technology ETF shares in Q2 2025, an estimated $2.36M.
  • Strategic Equity Management first reported a position in iShares US Technology ETF in Q1 2024 and held it in 5 quarters.
  • Strategic Equity Management's iShares US Technology ETF position peaked at $2.5M in Q4 2024.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Strategic Equity Management's 13F filing for Q2 2025, filed 11 Aug 2025.