WMS Partners’s iShares US Technology ETF IYW Stock Holding History

WMS Partners’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	-1,611	Closed	-$257K	–	145
2024 Q4	$257K	Hold	1,611	–	–	0.01%	257
2024 Q3	$244K	Hold	1,611	–	–	0.01%	251
2024 Q2	$242K	Hold	1,611	–	–	0.02%	235
2024 Q1	$218K	Sell	1,611 -505	-24%	-$65.7K	0.01%	251
2023 Q4	$260K	Hold	2,116	–	–	0.02%	227
2023 Q3	$222K	Sell	2,116 -225	-10%	-$24.5K	0.02%	240
2023 Q2	$255K	Sell	2,341 -400	-15%	-$39.3K	0.02%	243
2023 Q1	$254K	Buy	+2,741	New	+$230K	0.02%	232
2022 Q4	–	Sell	-3,000	Closed	-$220K	–	283
2022 Q3	$220K	Sell	3,000 -650	-18%	-$55.1K	0.03%	219
2022 Q2	$292K	Hold	3,650	–	–	0.05%	185
2022 Q1	$376K	Hold	3,650	–	–	0.05%	165
2021 Q4	$419K	Sell	3,650 -750	-17%	-$83.3K	0.09%	134
2021 Q3	$446K	Hold	4,400	–	–	0.07%	158
2021 Q2	$437K	Hold	4,400	–	–	0.06%	157
2021 Q1	$386K	Hold	4,400	–	–	0.09%	145
2020 Q4	$374K	Hold	4,400	–	–	0.06%	158
2020 Q3	$331K	Hold	4,400	–	–	0.06%	162
2020 Q2	$297K	Hold	4,400	–	–	0.06%	167
2020 Q1	$225K	Hold	4,400	–	–	0.06%	168
2019 Q4	$256K	Hold	4,400	–	–	0.06%	193
2019 Q3	$225K	Hold	4,400	–	–	0.05%	202
2019 Q2	$218K	Hold	4,400	–	–	0.05%	201
2019 Q1	$210K	Buy	+4,400	New	+$196K	0.05%	189
2018 Q4	–	Sell	-4,400	Closed	-$213K	–	201
2018 Q3	$213K	Buy	+4,400	New	+$208K	0.02%	204

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 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

WMS Partners's IYW Position: Q1 2025 in Review

WMS Partners sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,611 shares — an estimated $257K sold.

WMS Partners first reported a position in IYW in Q3 2018 and held it in 24 quarters. The position peaked at $446K in Q3 2021. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

WMS Partners reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,611 iShares US Technology ETF shares in Q1 2025, an estimated $257K.
WMS Partners first reported a position in iShares US Technology ETF in Q3 2018 and held it in 24 quarters.
WMS Partners's iShares US Technology ETF position peaked at $446K in Q3 2021.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.