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Vertex Planning Partners’s iShares US Technology ETF IYW Stock Holding History

Vertex Planning Partners’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
-8,088
Closed -$1.58M – 170
2025
Q3 		$1.58M Sell
8,088
-5,185
-39% -$949K 0.3% 56
2025
Q2 		$2.3M Sell
13,273
-2,595
-16% -$393K 0.48% 42
2025
Q1 		$2.23M Buy
15,868
+1,091
+7% +$170K 0.49% 39
2024
Q4 		$2.36M Buy
14,777
+618
+4% +$97.8K 0.52% 37
2024
Q3 		$2.15M Sell
14,159
-247
-2% -$36.3K 0.51% 32
2024
Q2 		$2.17M Buy
14,406
+337
+2% +$46.6K 0.56% 26
2024
Q1 		$1.9M Buy
14,069
+1,365
+11% +$178K 0.53% 29
2023
Q4 		$1.56M Buy
12,704
+1,895
+18% +$215K 0.46% 30
2023
Q3 		$1.13M Sell
10,809
-3,763
-26% -$409K 0.39% 36
2023
Q2 		$1.59M Buy
14,572
+828
+6% +$81.3K 0.54% 30
2023
Q1 		$1.28M Buy
13,744
+2,129
+18% +$179K 0.48% 33
2022
Q4 		$865K Buy
+11,615
New +$889K 0.34% 39

Other funds holding IYW

Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Vertex Planning Partners's IYW Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 8,088 shares — an estimated $1.58M sold.

Vertex Planning Partners first reported a position in IYW in Q4 2022 and held it in 12 quarters. The position peaked at $2.36M in Q4 2024. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 8,088 iShares US Technology ETF shares in Q4 2025, an estimated $1.58M.
  • Vertex Planning Partners first reported a position in iShares US Technology ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares US Technology ETF position peaked at $2.36M in Q4 2024.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.