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Wedmont Private Capital’s iShares US Technology ETF IYW Stock Holding History

Wedmont Private Capital’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
-1,783
Closed -$353K – 829
2025
Q3 		$353K Buy
+1,783
New +$326K 0.01% 569

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Wedmont Private Capital's IYW Position: Q4 2025 in Review

Wedmont Private Capital sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,783 shares — an estimated $353K sold.

Wedmont Private Capital first reported a position in IYW in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Wedmont Private Capital reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 1,783 iShares US Technology ETF shares in Q4 2025, an estimated $353K.
  • Wedmont Private Capital first reported a position in iShares US Technology ETF in Q3 2025 and held it in 1 quarter.
  • Wedmont Private Capital's iShares US Technology ETF position peaked at $353K in Q3 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Wedmont Private Capital's 13F filing for Q4 2025, filed 8 Jan 2026.