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IYW icon

TFG Advisers’s iShares US Technology ETF IYW Stock Holding History

TFG Advisers’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
Q2 		$608K Sell
3,508
-124
-3% -$18.8K 0.21% 113
2025
Q1 		$510K Buy
3,632
+29
+0.8% +$4.52K 0.19% 129
2024
Q4 		$575K Buy
3,603
+11
+0.3% +$1.74K 0.21% 116
2024
Q3 		$545K Buy
3,592
+18
+0.5% +$2.65K 0.2% 123
2024
Q2 		$538K Buy
3,574
+1
+0% +$138 0.21% 114
2024
Q1 		$483K Buy
3,573
+2
+0.1% +$260 0.19% 125
2023
Q4 		$438K Sell
3,571
-18
-0.5% -$2.04K 0.18% 126
2023
Q3 		$377K Sell
3,589
-28
-0.8% -$3.04K 0.18% 129
2023
Q2 		$394K Sell
3,617
-347
-9% -$34.1K 0.18% 131
2023
Q1 		$368K Sell
3,964
-139
-3% -$11.7K 0.18% 131
2022
Q4 		$306K Buy
4,103
+6
+0.1% +$459 0.16% 139
2022
Q3 		$301K Sell
4,097
-99
-2% -$8.39K 0.17% 135
2022
Q2 		$335K Sell
4,196
-154
-4% -$13.6K 0.18% 126
2022
Q1 		$448K Sell
4,350
-51
-1% -$5.21K 0.21% 119
2021
Q4 		$505K Sell
4,401
-28
-0.6% -$3.11K 0.22% 113
2021
Q3 		$448K Buy
4,429
+42
+1% +$4.38K 0.22% 117
2021
Q2 		$436K Buy
4,387
+28
+0.6% +$2.61K 0.21% 117
2021
Q1 		$382K Buy
4,359
+43
+1% +$3.77K 0.2% 126
2020
Q4 		$367K Buy
4,316
+120
+3% +$9.59K 0.19% 129
2020
Q3 		$315K Buy
4,196
+252
+6% +$18.4K 0.18% 128
2020
Q2 		$266K Buy
+3,944
New +$238K 0.17% 127
2020
Q1 		– Sell
-3,964
Closed -$230K – 301
2019
Q4 		$230K Sell
3,964
-80
-2% -$4.35K 0.13% 147
2019
Q3 		$206K Sell
4,044
-96
-2% -$4.88K 0.14% 153
2019
Q2 		$204K Buy
+4,140
New +$202K 0.14% 150

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

TFG Advisers's IYW Position: Q2 2025 in Review

TFG Advisers reduced its iShares US Technology ETF (IYW) stake by 3.4% in Q2 2025, selling an estimated $18.8K and leaving 3,508 shares worth $608K. The position accounts for 0.21% of the portfolio, ranked #113.

TFG Advisers first reported a position in IYW in Q2 2019 and has held it in 24 quarters since. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • TFG Advisers held 3,508 shares of iShares US Technology ETF worth $608K as of Q2 2025.
  • TFG Advisers sold 124 iShares US Technology ETF shares in Q2 2025, an estimated $18.8K.
  • iShares US Technology ETF made up 0.21% of TFG Advisers's portfolio in Q2 2025, its #113 holding.
  • TFG Advisers first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 24 quarters since.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.