Syntegra Private Wealth Group’s iShares US Technology ETF IYW Stock Holding History

Syntegra Private Wealth Group’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	-1,266	Closed	-$202K	–	166
2024 Q4	$202K	Sell	1,266 -67	-5%	-$10.6K	0.02%	155
2024 Q3	$202K	Sell	1,333 -281	-17%	-$41.3K	0.02%	150
2024 Q2	$243K	Sell	1,614 -18	-1%	-$2.49K	0.03%	130
2024 Q1	$220K	Sell	1,632 -59	-3%	-$7.68K	0.03%	133
2023 Q4	$208K	Buy	+1,691	New	+$192K	0.03%	127
2023 Q3	–	Sell	-2,093	Closed	-$228K	–	134
2023 Q2	$228K	Buy	+2,093	New	+$206K	0.03%	125

Other funds holding IYW

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

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

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

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

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

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

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

Syntegra Private Wealth Group's IYW Position: Q1 2025 in Review

Syntegra Private Wealth Group sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,266 shares — an estimated $202K sold.

Syntegra Private Wealth Group first reported a position in IYW in Q2 2023 and held it in 6 quarters. The position peaked at $243K in Q2 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Syntegra Private Wealth Group reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
Syntegra Private Wealth Group sold 1,266 iShares US Technology ETF shares in Q1 2025, an estimated $202K.
Syntegra Private Wealth Group first reported a position in iShares US Technology ETF in Q2 2023 and held it in 6 quarters.
Syntegra Private Wealth Group's iShares US Technology ETF position peaked at $243K in Q2 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.