UBS AM
IYW icon

UBS AM’s iShares US Technology ETF IYW Stock Holding History

UBS AM’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
2026
Q1 		$2.5M Buy
13,794
+9,438
+217% +$1.82M ﹤0.01% 1932
2025
Q4 		$870K Buy
+4,356
New +$871K ﹤0.01% 2184
2019
Q4 		– Sell
-712
Closed -$36.3K – 2704
2019
Q3 		$36.3K Hold
712
– – ﹤0.01% 2746
2019
Q2 		$35.2K Hold
712
– – ﹤0.01% 2718
2019
Q1 		$33.9K Sell
712
-112
-14% -$4.98K ﹤0.01% 2643
2018
Q4 		$32.9K Hold
824
– – ﹤0.01% 2604
2018
Q3 		$40K Sell
824
-1,156
-58% -$54.6K ﹤0.01% 2588
2018
Q2 		$88.2K Buy
1,980
+312
+19% +$13.8K ﹤0.01% 2560
2018
Q1 		$70.1K Buy
+1,668
New +$71.8K ﹤0.01% 2477
2017
Q1 		– Sell
-64
Closed -$2K – 2478
2016
Q4 		$2K Buy
+64
New +$1.91K ﹤0.01% 2445

Other funds holding IYW

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return