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Transform Wealth’s iShares US Technology ETF IYW Stock Holding History

Transform Wealth’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
2023
Q3 		– Hold
0
– -$686K – 254
2023
Q2 		– Hold
0
– – – 159

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Transform Wealth's IYW Position: Q1 2025 in Review

Transform Wealth reduced its iShares US Technology ETF (IYW) stake by 4.3% in Q1 2025, selling an estimated $38.8K and leaving 5,602 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #147.

Transform Wealth first reported a position in IYW in Q2 2016 and has held it in 35 quarters since. The position peaked at $7.97M in Q1 2019. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Transform Wealth held 5,602 shares of iShares US Technology ETF worth $787K as of Q1 2025.
  • Transform Wealth sold 249 iShares US Technology ETF shares in Q1 2025, an estimated $38.8K.
  • iShares US Technology ETF made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #147 holding.
  • Transform Wealth first reported a position in iShares US Technology ETF in Q2 2016 and has held it in 35 quarters since.
  • Transform Wealth's iShares US Technology ETF position peaked at $7.97M in Q1 2019.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.