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TFC Financial Management’s iShares US Technology ETF IYW Stock Holding History

TFC Financial Management’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
-714
Closed -$140K – 1019
2025
Q3 		$140K Buy
+714
New +$131K 0.02% 157

Other funds holding IYW

Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TFC Financial Management's IYW Position: Q4 2025 in Review

TFC Financial Management sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 714 shares — an estimated $140K sold.

TFC Financial Management first reported a position in IYW in Q3 2025 and held it in 1 quarter. The position peaked at $140K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • TFC Financial Management reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 714 iShares US Technology ETF shares in Q4 2025, an estimated $140K.
  • TFC Financial Management first reported a position in iShares US Technology ETF in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's iShares US Technology ETF position peaked at $140K in Q3 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.