Tyler-Stone Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Tyler-Stone Wealth 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 Q2	$220K	Buy	+1,268	New	+$192K	0.04%	315
2025 Q1	–	Sell	-1,268	Closed	-$202K	–	328
2024 Q4	$202K	Buy	+1,268	New	+$201K	0.04%	312
2024 Q3	–	Sell	-634	Closed	-$95.4K	–	631
2024 Q2	$95.4K	Sell	634 -40	-6%	-$5.53K	0.04%	290
2024 Q1	$91K	Sell	674 -15	-2%	-$1.95K	0.04%	284
2023 Q4	$84.6K	Hold	689	–	–	0.04%	284
2023 Q3	$72K	Hold	689	–	–	0.04%	294
2023 Q2	$75K	Buy	+689	New	+$67.7K	0.04%	282
2022 Q4	$53K	Sell	710 -110	-13%	-$8.41K	0.04%	308
2022 Q3	$60K	Hold	820	–	–	0.05%	273
2022 Q2	$66K	Hold	820	–	–	0.04%	289
2022 Q1	$84K	Hold	820	–	–	0.05%	276
2021 Q4	$94K	Buy	+820	New	+$91K	0.05%	283

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

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 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Tyler-Stone Wealth Management's IYW Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2025: 1,268 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in IYW as recently as Q4 2024.

Tyler-Stone Wealth Management first reported a position in IYW in Q4 2021 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Tyler-Stone Wealth Management held 1,268 shares of iShares US Technology ETF worth $220K as of Q2 2025.
iShares US Technology ETF was a new Tyler-Stone Wealth Management position in Q2 2025.
iShares US Technology ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #315 holding.
Tyler-Stone Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 12 quarters since.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.