Nalls Sherbakoff Group’s iShares US Technology ETF IYW Stock Holding History

Nalls Sherbakoff 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
2026 Q2	$50.4K	Hold	200	–	–	0.04%	181
2026 Q1	$36.3K	Hold	200	–	–	0.03%	220
2025 Q4	$39.9K	Hold	200	–	–	0.03%	225
2025 Q3	$39.2K	Hold	200	–	–	0.03%	228
2025 Q2	$34.7K	Hold	200	–	–	0.03%	234
2025 Q1	$28.1K	Buy	+200	New	+$31.2K	0.02%	223
2023 Q4	$63.6K	Buy	518 +318	+159%	+$36K	0.06%	146
2023 Q3	$21K	Hold	200	–	–	0.02%	222
2023 Q2	$20.6K	Hold	200	–	–	0.02%	225
2023 Q1	$18.3K	Buy	+200	New	+$16.8K	0.02%	240
2018 Q4	$8K	Buy	+200	New	+$8.66K	0.01%	284

Other funds holding IYW

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

PCH

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Nalls Sherbakoff Group's IYW Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 200 shares worth $50.4K. The position accounts for 0.04% of the portfolio, ranked #181.

Nalls Sherbakoff Group first reported a position in IYW in Q4 2018 and has held it in 11 quarters since. The position peaked at $63.6K in Q4 2023. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Nalls Sherbakoff Group held 200 shares of iShares US Technology ETF worth $50.4K as of Q2 2026.
Nalls Sherbakoff Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #181 holding.
Nalls Sherbakoff Group first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares US Technology ETF position peaked at $63.6K in Q4 2023.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.