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

WESPAC 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
Q1 		– Sell
-11,769
Closed -$1.88M – 180
2024
Q4 		$1.88M Buy
11,769
+5,696
+94% +$901K 1.38% 11
2024
Q3 		$921K Buy
6,073
+44
+0.7% +$6.47K 0.68% 49
2024
Q2 		$907K Sell
6,029
-2,508
-29% -$347K 0.71% 48
2024
Q1 		$1.15M Buy
8,537
+6,102
+251% +$794K 0.67% 48
2023
Q4 		$299K Buy
+2,435
New +$276K 0.21% 116
2022
Q1 		– Sell
-2,259
Closed -$259K – 131
2021
Q4 		$259K Sell
2,259
-1,754
-44% -$195K 0.17% 132
2021
Q3 		$406K Buy
+4,013
New +$419K 0.25% 119
2021
Q2 		– Sell
-2,907
Closed -$255K – 129
2021
Q1 		$255K Buy
+2,907
New +$255K 0.19% 135

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

WESPAC Advisors's IYW Position: Q1 2025 in Review

WESPAC Advisors sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 11,769 shares — an estimated $1.88M sold.

WESPAC Advisors first reported a position in IYW in Q1 2021 and held it in 8 quarters. The position peaked at $1.88M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • WESPAC Advisors reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 11,769 iShares US Technology ETF shares in Q1 2025, an estimated $1.88M.
  • WESPAC Advisors first reported a position in iShares US Technology ETF in Q1 2021 and held it in 8 quarters.
  • WESPAC Advisors's iShares US Technology ETF position peaked at $1.88M in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.