WMG Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

WMG Financial 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 Q4	–	Sell	-1,208	Closed	-$237K	–	159
2025 Q3	$237K	Hold	1,208	–	–	0.08%	177
2025 Q2	$209K	Buy	+1,208	New	+$183K	0.08%	175
2022 Q2	–	Sell	-2,175	Closed	-$224K	–	164
2022 Q1	$224K	Sell	2,175 -244	-10%	-$24.9K	0.16%	151
2021 Q4	$276K	Buy	+2,419	New	+$269K	0.22%	125

Other funds holding IYW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WMG Financial Advisors's IYW Position: Q4 2025 in Review

WMG Financial Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,208 shares — an estimated $237K sold.

WMG Financial Advisors first reported a position in IYW in Q4 2021 and held it in 4 quarters. The position peaked at $276K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

WMG Financial Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 1,208 iShares US Technology ETF shares in Q4 2025, an estimated $237K.
WMG Financial Advisors first reported a position in iShares US Technology ETF in Q4 2021 and held it in 4 quarters.
WMG Financial Advisors's iShares US Technology ETF position peaked at $276K in Q4 2021.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.