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Yeomans Consulting Group’s iShares US Technology ETF IYW Stock Holding History

Yeomans Consulting Group’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 		$1.3M Buy
6,529
+373
+6% +$74.6K 0.38% 38
2025
Q3 		$1.21M Buy
6,156
+177
+3% +$32.4K 0.42% 33
2025
Q2 		$1.02M Buy
+5,979
New +$906K 0.42% 36
2024
Q4 		– Sell
-4,283
Closed -$649K – 105
2024
Q3 		$649K Buy
4,283
+2,826
+194% +$416K 0.24% 37
2024
Q2 		$219K Buy
+1,457
New +$201K 0.08% 85

Other funds holding IYW

Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Yeomans Consulting Group's IYW Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares US Technology ETF (IYW) stake by 6.1% in Q4 2025, buying an estimated $74.6K and bringing the position to 6,529 shares worth $1.3M. The position accounts for 0.38% of the portfolio, ranked #38.

Yeomans Consulting Group first reported a position in IYW in Q2 2024 and has held it in 5 quarters since. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

  • Yeomans Consulting Group held 6,529 shares of iShares US Technology ETF worth $1.3M as of Q4 2025.
  • Yeomans Consulting Group bought 373 iShares US Technology ETF shares in Q4 2025, an estimated $74.6K.
  • iShares US Technology ETF made up 0.38% of Yeomans Consulting Group's portfolio in Q4 2025, its #38 holding.
  • Yeomans Consulting Group first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.