SWP Financial’s iShares US Technology ETF IYW Stock Holding History

SWP Financial’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 Q3	–	Sell	-14,046	Closed	-$2.43M	–	77
2025 Q2	$2.43M	Sell	14,046 -3,691	-21%	-$560K	1.34%	24
2025 Q1	$2.49M	Buy	17,737 +2,087	+13%	+$325K	1.52%	16
2024 Q4	$2.5M	Buy	+15,650	New	+$2.48M	1.51%	17

Other funds holding IYW

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

SWP Financial's IYW Position: Q3 2025 in Review

SWP Financial sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 14,046 shares — an estimated $2.43M sold.

SWP Financial first reported a position in IYW in Q4 2024 and held it in 3 quarters. The position peaked at $2.5M in Q4 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

SWP Financial reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
SWP Financial sold 14,046 iShares US Technology ETF shares in Q3 2025, an estimated $2.43M.
SWP Financial first reported a position in iShares US Technology ETF in Q4 2024 and held it in 3 quarters.
SWP Financial's iShares US Technology ETF position peaked at $2.5M in Q4 2024.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on SWP Financial's 13F filing for Q3 2025, filed 4 Nov 2025.