N.E.W. Advisory Services’s iShares US Technology ETF IYW Stock Holding History

N.E.W. Advisory Services’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 Q2	$1.12M	Sell	4,459 -845	-16%	-$194K	0.08%	95
2026 Q1	$962K	Hold	5,304	–	–	0.07%	97
2025 Q4	$1.06M	Sell	5,304 -149	-3%	-$29.8K	0.08%	92
2025 Q3	$1.07M	Hold	5,453	–	–	0.1%	77
2025 Q2	$945K	Sell	5,453 -64	-1%	-$9.7K	0.09%	76
2025 Q1	$775K	Sell	5,517 -16	-0.3%	-$2.49K	0.06%	98
2024 Q4	$883K	Sell	5,533 -512	-8%	-$81K	0.08%	84
2024 Q3	$917K	Sell	6,045 -844	-12%	-$124K	0.09%	78
2024 Q2	$1.04M	Hold	6,889	–	–	0.11%	70
2024 Q1	$930K	Sell	6,889 -159	-2%	-$20.7K	0.1%	74
2023 Q4	$865K	Sell	7,048 -1	-0%	-$113	0.1%	73
2023 Q3	$740K	Buy	7,049 +1	+0%	+$109	0.11%	80
2023 Q2	$767K	Sell	7,048 -920	-12%	-$90.4K	0.11%	71
2023 Q1	$740K	Sell	7,968 -125	-2%	-$10.5K	0.11%	68
2022 Q4	$603K	Sell	8,093 -1,383	-15%	-$106K	0.09%	73
2022 Q3	$695K	Sell	9,476 -680	-7%	-$57.7K	0.13%	65
2022 Q2	$812K	Sell	10,156 -4,885	-32%	-$432K	0.14%	61
2022 Q1	$1.32M	Buy	15,041 +3,813	+34%	+$389K	0.25%	44
2021 Q4	$1.29M	Sell	11,228 -137	-1%	-$15.2K	0.19%	50
2021 Q3	$1.15M	Sell	11,365 -1,360	-11%	-$142K	0.19%	51
2021 Q2	$1.27M	Sell	12,725 -2,316	-15%	-$216K	0.21%	48
2021 Q1	$1.35M	Sell	15,041 -2,176	-13%	-$191K	0.25%	45
2020 Q4	$1.46M	Buy	+17,217	New	+$1.38M	0.31%	44

Other funds holding IYW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

N.E.W. Advisory Services's IYW Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares US Technology ETF (IYW) stake by 16% in Q2 2026, selling an estimated $194K and leaving 4,459 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #95.

N.E.W. Advisory Services first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2020. 982 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

N.E.W. Advisory Services held 4,459 shares of iShares US Technology ETF worth $1.12M as of Q2 2026.
N.E.W. Advisory Services sold 845 iShares US Technology ETF shares in Q2 2026, an estimated $194K.
iShares US Technology ETF made up 0.08% of N.E.W. Advisory Services's portfolio in Q2 2026, its #95 holding.
N.E.W. Advisory Services first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's iShares US Technology ETF position peaked at $1.46M in Q4 2020.
982 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.