BOLTON SECURITIES CORPORATION’s iShares US Technology ETF IYW Stock Holding History

BOLTON SECURITIES CORPORATION’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	$3.58M	Buy	+25,476	New	+$3.97M	0.21%	124

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IYW Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares US Technology ETF (IYW) in Q1 2025: 25,476 shares worth $3.58M. The stake represents 0.21% of the portfolio and ranks #124 among its holdings.

1,104 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

BOLTON SECURITIES CORPORATION held 25,476 shares of iShares US Technology ETF worth $3.58M as of Q1 2025.
iShares US Technology ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares US Technology ETF made up 0.21% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #124 holding.
1,104 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.