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

Talisman 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	-1,112	Closed	-$218K	–	120
2025 Q3	$218K	Buy	+1,112	New	+$203K	0.18%	112

Other funds holding IYW

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Talisman Wealth Advisors's IYW Position: Q4 2025 in Review

Talisman Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,112 shares — an estimated $218K sold.

Talisman Wealth Advisors first reported a position in IYW in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Talisman Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Talisman Wealth Advisors sold 1,112 iShares US Technology ETF shares in Q4 2025, an estimated $218K.
Talisman Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2025 and held it in 1 quarter.
Talisman Wealth Advisors's iShares US Technology ETF position peaked at $218K in Q3 2025.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Talisman Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.