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Wealthstream Advisors’s iShares US Technology ETF IYW Stock Holding History

Wealthstream Advisors’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 		$989K Hold
5,048
– – 0.15% 55
2025
Q2 		$875K Buy
5,048
+425
+9% +$64.4K 0.15% 58
2025
Q1 		$649K Hold
4,623
– – 0.12% 65
2024
Q4 		$737K Hold
4,623
– – 0.14% 61
2024
Q3 		$701K Hold
4,623
– – 0.13% 58
2024
Q2 		$696K Hold
4,623
– – 0.25% 55
2024
Q1 		$624K Hold
4,623
– – 0.24% 58
2023
Q4 		$567K Buy
+4,623
New +$524K 0.23% 60

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wealthstream Advisors's IYW Position: Q3 2025 in Review

Wealthstream Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2025 at 5,048 shares worth $989K. The position accounts for 0.15% of the portfolio, ranked #55.

Wealthstream Advisors first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Wealthstream Advisors held 5,048 shares of iShares US Technology ETF worth $989K as of Q3 2025.
  • Wealthstream Advisors left its iShares US Technology ETF share count unchanged in Q3 2025.
  • iShares US Technology ETF made up 0.15% of Wealthstream Advisors's portfolio in Q3 2025, its #55 holding.
  • Wealthstream Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.