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Summit Financial Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Summit Financial Wealth Advisors’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
Q4 		– Sell
-2,033
Closed -$401K – 202
2025
Q3 		$401K Hold
2,033
– – 0.06% 119
2025
Q2 		$352K Buy
+2,033
New +$308K 0.06% 117

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit Financial Wealth Advisors's IYW Position: Q4 2025 in Review

Summit Financial Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 2,033 shares — an estimated $401K sold.

Summit Financial Wealth Advisors first reported a position in IYW in Q2 2025 and held it in 2 quarters. The position peaked at $401K in Q3 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Summit Financial Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,033 iShares US Technology ETF shares in Q4 2025, an estimated $401K.
  • Summit Financial Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2025 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's iShares US Technology ETF position peaked at $401K in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.