West Coast Financial’s iShares US Technology ETF IYW Stock Holding History

West Coast Financial’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	-1,295	Closed	-$207K	–	167
2024 Q4	$207K	Buy	+1,295	New	+$205K	0.02%	164
2016 Q4	–	Sell	-7,128	Closed	-$212K	–	130
2016 Q3	$212K	Sell	7,128 -4,880	-41%	-$140K	0.07%	129
2016 Q2	$316K	Buy	+12,008	New	+$317K	0.11%	84

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

West Coast Financial's IYW Position: Q1 2025 in Review

West Coast Financial sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,295 shares — an estimated $207K sold.

West Coast Financial first reported a position in IYW in Q2 2016 and held it in 3 quarters. The position peaked at $316K in Q2 2016. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

West Coast Financial reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
West Coast Financial sold 1,295 iShares US Technology ETF shares in Q1 2025, an estimated $207K.
West Coast Financial first reported a position in iShares US Technology ETF in Q2 2016 and held it in 3 quarters.
West Coast Financial's iShares US Technology ETF position peaked at $316K in Q2 2016.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on West Coast Financial's 13F filing for Q1 2025, filed 11 Apr 2025.