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
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 $1.66T 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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nalls Sherbakoff Group's IYW Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares US Technology ETF (IYW) position steady in Q4 2025 at 200 shares worth $39.9K. The position accounts for 0.03% of the portfolio, ranked #225.

Nalls Sherbakoff Group first reported a position in IYW in Q4 2018 and has held it in 9 quarters since. The position peaked at $63.6K in Q4 2023. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Nalls Sherbakoff Group held 200 shares of iShares US Technology ETF worth $39.9K as of Q4 2025.
Nalls Sherbakoff Group left its iShares US Technology ETF share count unchanged in Q4 2025.
iShares US Technology ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #225 holding.
Nalls Sherbakoff Group first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares US Technology ETF position peaked at $63.6K in Q4 2023.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.