SW
IYW icon

SVB Wealth’s iShares US Technology ETF IYW Stock Holding History

SVB Wealth’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
-7,758
Closed -$1.24M – 1649
2024
Q4 		$1.24M Buy
+7,758
New +$1.23M 0.02% 282
2024
Q3 		– Sell
-7,758
Closed -$1.17M – 323
2024
Q2 		$1.17M Hold
7,758
– – 0.03% 288
2024
Q1 		$1.05M Sell
7,758
-969
-11% -$126K 0.02% 338
2023
Q4 		$1.07M Sell
8,727
-323
-4% -$36.6K 0.03% 323
2023
Q3 		$950K Sell
9,050
-1,832
-17% -$199K 0.02% 328
2023
Q2 		$1.18M Sell
10,882
-119
-1% -$11.7K 0.02% 313
2023
Q1 		$1.02M Buy
11,001
+6,658
+153% +$559K 0.01% 372
2022
Q4 		$324K Sell
4,343
-2,590
-37% -$198K ﹤0.01% 719
2022
Q3 		$509K Sell
6,933
-39
-0.6% -$3.31K 0.01% 526
2022
Q2 		$557K Hold
6,972
– – 0.01% 423
2022
Q1 		$717K Hold
6,972
– – 0.01% 377
2021
Q4 		$800K Hold
6,972
– – 0.01% 349
2021
Q3 		$706K Hold
6,972
– – 0.01% 494
2021
Q2 		$693K Buy
6,972
+860
+14% +$80.2K 0.01% 485
2021
Q1 		$536K Sell
6,112
-560
-8% -$49.1K 0.01% 501
2020
Q4 		$568K Sell
6,672
-460
-6% -$36.8K 0.01% 440
2020
Q3 		$537K Buy
7,132
+200
+3% +$14.6K 0.01% 382
2020
Q2 		$468K Hold
6,932
– – 0.01% 375
2020
Q1 		$354K Hold
6,932
– – 0.01% 368
2019
Q4 		$403K Hold
6,932
– – 0.01% 454
2019
Q3 		$354K Buy
6,932
+240
+4% +$12.2K 0.01% 417
2019
Q2 		$331K Buy
+6,692
New +$327K 0.01% 429

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SVB Wealth's IYW Position: Q1 2025 in Review

SVB Wealth sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 7,758 shares — an estimated $1.24M sold.

SVB Wealth first reported a position in IYW in Q2 2019 and held it in 22 quarters. The position peaked at $1.24M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • SVB Wealth reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 7,758 iShares US Technology ETF shares in Q1 2025, an estimated $1.24M.
  • SVB Wealth first reported a position in iShares US Technology ETF in Q2 2019 and held it in 22 quarters.
  • SVB Wealth's iShares US Technology ETF position peaked at $1.24M in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.