Vanguard Personalized Indexing Management
IYW icon

Vanguard Personalized Indexing Management’s iShares US Technology ETF IYW Stock Holding History

Vanguard Personalized Indexing 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
-10,722
Closed -$2.1M – 2020
2025
Q3 		$2.1M Buy
10,722
+447
+4% +$81.8K 0.02% 573
2025
Q2 		$1.78M Sell
10,275
-7,268
-41% -$1.1M 0.02% 608
2025
Q1 		$2.46M Sell
17,543
-46
-0.3% -$7.17K 0.04% 420
2024
Q4 		$2.81M Sell
17,589
-1,757
-9% -$278K 0.04% 366
2024
Q3 		$2.93M Sell
19,346
-92
-0.5% -$13.5K 0.05% 341
2024
Q2 		$2.93M Sell
19,438
-3,361
-15% -$464K 0.06% 310
2024
Q1 		$3.08M Buy
22,799
+9
+0% +$1.17K 0.07% 267
2023
Q4 		$2.8M Sell
22,790
-36
-0.2% -$4.08K 0.07% 253
2023
Q3 		$2.39M Buy
22,826
+226
+1% +$24.6K 0.07% 268
2023
Q2 		$2.46M Hold
22,600
– – 0.08% 257
2023
Q1 		$2.1M Hold
22,600
– – 0.07% 270
2022
Q4 		$1.68M Sell
22,600
-260
-1% -$19.9K 0.07% 310
2022
Q3 		$1.68M Hold
22,860
– – 0.08% 268
2022
Q2 		$1.83M Buy
22,860
+260
+1% +$23K 0.08% 232
2022
Q1 		$2.33M Hold
22,600
– – 0.11% 168
2021
Q4 		$2.6M Hold
22,600
– – 0.15% 113
2021
Q3 		$2.29M Hold
22,600
– – 0.21% 92
2021
Q2 		$2.25M Buy
+22,600
New +$2.11M 0.24% 79

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Personalized Indexing Management's IYW Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 10,722 shares — an estimated $2.1M sold.

Vanguard Personalized Indexing Management first reported a position in IYW in Q2 2021 and held it in 18 quarters. The position peaked at $3.08M in Q1 2024. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Vanguard Personalized Indexing Management reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,722 iShares US Technology ETF shares in Q4 2025, an estimated $2.1M.
  • Vanguard Personalized Indexing Management first reported a position in iShares US Technology ETF in Q2 2021 and held it in 18 quarters.
  • Vanguard Personalized Indexing Management's iShares US Technology ETF position peaked at $3.08M in Q1 2024.
  • 1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.