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WealthPLAN Partners’s iShares US Technology ETF IYW Stock Holding History

WealthPLAN 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
Q3 		– Sell
-5,813
Closed -$1.01M – 257
2025
Q2 		$1.01M Sell
5,813
-260
-4% -$39.4K 0.16% 125
2025
Q1 		$853K Buy
6,073
+182
+3% +$28.3K 0.12% 133
2024
Q4 		$940K Sell
5,891
-912
-13% -$144K 0.13% 127
2024
Q3 		$1.03M Sell
6,803
-653
-9% -$96K 0.14% 126
2024
Q2 		$1.12M Buy
7,456
+170
+2% +$23.5K 0.12% 141
2024
Q1 		$984K Buy
7,286
+46
+0.6% +$5.99K 0.1% 155
2023
Q4 		$889K Buy
7,240
+3,492
+93% +$396K 0.09% 163
2023
Q3 		$393K Sell
3,748
-2,469
-40% -$268K 0.05% 232
2023
Q2 		$677K Sell
6,217
-2,525
-29% -$248K 0.1% 160
2023
Q1 		$811K Buy
8,742
+1,349
+18% +$113K 0.09% 162
2022
Q4 		$647K Buy
+7,393
New +$566K 0.05% 221
2022
Q1 		$377K Sell
4,207
-185
-4% -$18.9K 0.03% 283
2021
Q4 		$462K Sell
4,392
-223
-5% -$24.8K 0.03% 261
2021
Q3 		$531K Buy
4,615
+1,870
+68% +$195K 0.04% 246
2021
Q2 		$284K Buy
+2,745
New +$256K 0.02% 300
2018
Q3 		– Sell
-4,840
Closed -$216K – 271
2018
Q2 		$216K Hold
4,840
– – 0.04% 233
2018
Q1 		$204K Sell
4,840
-292
-6% -$12.6K 0.04% 251
2017
Q4 		$209K Sell
5,132
-3,120
-38% -$125K 0.06% 203
2017
Q3 		$309K Buy
+8,252
New +$302K 0.09% 142
2016
Q3 		$58.4K Buy
1,972
+900
+84% +$25.8K 0.02% 311
2016
Q2 		$28 Buy
+1,072
New +$28.3K ﹤0.01% 2467

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

WealthPLAN Partners's IYW Position: Q3 2025 in Review

WealthPLAN Partners sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 5,813 shares — an estimated $1.01M sold.

WealthPLAN Partners first reported a position in IYW in Q2 2016 and held it in 21 quarters. The position peaked at $1.12M in Q2 2024. 1,198 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • WealthPLAN Partners reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 5,813 iShares US Technology ETF shares in Q3 2025, an estimated $1.01M.
  • WealthPLAN Partners first reported a position in iShares US Technology ETF in Q2 2016 and held it in 21 quarters.
  • WealthPLAN Partners's iShares US Technology ETF position peaked at $1.12M in Q2 2024.
  • 1,198 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.