KNW
IYW icon

Kesler Norman & Wride’s iShares US Technology ETF IYW Stock Holding History

Kesler Norman & Wride’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
2026
Q1 		$553K Sell
3,049
-1,278
-30% -$247K 0.1% 180
2025
Q4 		$864K Sell
4,327
-861
-17% -$172K 0.15% 146
2025
Q3 		$828K Buy
5,188
+1,087
+27% +$199K 0.16% 122
2025
Q2 		$710K Sell
4,101
-1,487
-27% -$225K 0.13% 169
2025
Q1 		$785K Buy
5,588
+400
+8% +$62.3K 0.15% 148
2024
Q4 		$828K Buy
5,188
+1,164
+29% +$184K 0.18% 117
2024
Q3 		$610K Sell
4,024
-831
-17% -$122K 0.12% 145
2024
Q2 		$731K Sell
4,855
-333
-6% -$46K 0.16% 115
2024
Q1 		$701K Sell
5,188
-2,269
-30% -$295K 0.15% 116
2023
Q4 		$915K Sell
7,457
-491
-6% -$55.6K 0.21% 106
2023
Q3 		$834K Buy
7,948
+269
+4% +$29.3K 0.21% 111
2023
Q2 		$836K Sell
7,679
-141
-2% -$13.8K 0.2% 105
2023
Q1 		$726K Sell
7,820
-5,125
-40% -$430K 0.18% 114
2022
Q4 		$964K Sell
12,945
-30,863
-70% -$2.36M 0.25% 104
2022
Q3 		$3.21M Buy
43,808
+1,630
+4% +$138K 0.9% 48
2022
Q2 		$3.37M Sell
42,178
-29,958
-42% -$2.65M 0.94% 40
2022
Q1 		$7.43M Buy
72,136
+1,630
+2% +$166K 1.65% 14
2021
Q4 		$8.1M Buy
70,506
+1,557
+2% +$173K 1.71% 14
2021
Q3 		$6.98M Buy
68,949
+4,482
+7% +$468K 1.65% 15
2021
Q2 		$6.65M Sell
64,467
-11,925
-16% -$1.11M 1.53% 14
2021
Q1 		$6.7M Buy
76,392
+1,387
+2% +$122K 1.66% 20
2020
Q4 		$6.38M Buy
+75,005
New +$5.99M 1.78% 16

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Kesler Norman & Wride's IYW Position: Q1 2026 in Review

Kesler Norman & Wride reduced its iShares US Technology ETF (IYW) stake by 30% in Q1 2026, selling an estimated $247K and leaving 3,049 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #180.

Kesler Norman & Wride first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.1M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Kesler Norman & Wride held 3,049 shares of iShares US Technology ETF worth $553K as of Q1 2026.
  • Kesler Norman & Wride sold 1,278 iShares US Technology ETF shares in Q1 2026, an estimated $247K.
  • iShares US Technology ETF made up 0.1% of Kesler Norman & Wride's portfolio in Q1 2026, its #180 holding.
  • Kesler Norman & Wride first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • Kesler Norman & Wride's iShares US Technology ETF position peaked at $8.1M in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.