SWS Partners’s iShares US Technology ETF IYW Stock Holding History

SWS Partners’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	-1,272	Closed	-$249K	–	119
2025 Q3	$249K	Buy	1,272 +1	+0.1%	+$183	0.06%	119
2025 Q2	$220K	Buy	+1,271	New	+$193K	0.06%	118
2025 Q1	–	Sell	-1,270	Closed	-$203K	–	110
2024 Q4	$203K	Buy	+1,270	New	+$201K	0.06%	117
2024 Q3	–	Sell	-1,269	Closed	-$191K	–	201
2024 Q2	$191K	Buy	+1,269	New	+$175K	0.06%	117
2018 Q2	–	Sell	-1,232	Closed	-$51K	–	206
2018 Q1	$51K	Hold	1,232	–	–	0.04%	143
2017 Q4	$50K	Buy	+1,232	New	+$49.4K	0.04%	140

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SWS Partners's IYW Position: Q4 2025 in Review

SWS Partners sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,272 shares — an estimated $249K sold.

SWS Partners first reported a position in IYW in Q4 2017 and held it in 6 quarters. The position peaked at $249K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

SWS Partners reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
SWS Partners sold 1,272 iShares US Technology ETF shares in Q4 2025, an estimated $249K.
SWS Partners first reported a position in iShares US Technology ETF in Q4 2017 and held it in 6 quarters.
SWS Partners's iShares US Technology ETF position peaked at $249K in Q3 2025.
1,251 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on SWS Partners's 13F filing for Q4 2025, filed 16 Jan 2026.