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IYW icon

Navellier & Associates’s iShares US Technology ETF IYW Stock Holding History

Navellier & Associates’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 		$851K Buy
4,691
+105
+2% +$20.3K 0.09% 158
2025
Q4 		$916K Sell
4,586
-3,957
-46% -$791K 0.1% 153
2025
Q3 		$1.67M Buy
+8,543
New +$1.56M 0.17% 127
2025
Q1 		– Sell
-12,736
Closed -$2.03M – 348
2024
Q4 		$2.03M Buy
12,736
+4,661
+58% +$738K 0.24% 98
2024
Q3 		$1.22M Sell
8,075
-5,619
-41% -$826K 0.17% 117
2024
Q2 		$2.06M Buy
13,694
+3,491
+34% +$482K 0.24% 97
2024
Q1 		$1.38M Sell
10,203
-3,895
-28% -$507K 0.17% 130
2023
Q4 		$1.73M Buy
14,098
+5,414
+62% +$613K 0.26% 101
2023
Q3 		$911K Sell
8,684
-1,859
-18% -$202K 0.16% 142
2023
Q2 		$1.15M Sell
10,543
-551
-5% -$54.1K 0.22% 108
2023
Q1 		$1.03M Buy
+11,094
New +$931K 0.22% 105
2022
Q3 		– Sell
-11,616
Closed -$929K – 289
2022
Q2 		$929K Sell
11,616
-146
-1% -$12.9K 0.2% 115
2022
Q1 		$1.21M Sell
11,762
-396
-3% -$40.4K 0.21% 113
2021
Q4 		$1.4M Sell
12,158
-5,771
-32% -$641K 0.2% 113
2021
Q3 		$1.81M Buy
17,929
+3,260
+22% +$340K 0.27% 102
2021
Q2 		$1.46M Sell
14,669
-6,760
-32% -$630K 0.22% 109
2021
Q1 		$1.88M Sell
21,429
-5,095
-19% -$446K 0.34% 95
2020
Q4 		$2.26M Sell
26,524
-2,592
-9% -$207K 0.41% 79
2020
Q3 		$2.19M Buy
29,116
+16,064
+123% +$1.17M 0.48% 74
2020
Q2 		$880K Buy
+13,052
New +$788K 0.21% 101
2020
Q1 		– Sell
-76,584
Closed -$4.45M – 270
2019
Q4 		$4.45M Sell
76,584
-2,416
-3% -$131K 0.72% 40
2019
Q3 		$4.03M Buy
79,000
+12,792
+19% +$650K 0.67% 38
2019
Q2 		$3.27M Sell
66,208
-134,088
-67% -$6.56M 0.51% 54
2019
Q1 		$9.54M Buy
+200,296
New +$8.91M 1.48% 12
2018
Q4 		– Sell
-242,648
Closed -$11.8M – 271
2018
Q3 		$11.8M Sell
242,648
-20,004
-8% -$946K 1.52% 10
2018
Q2 		$11.7M Sell
262,652
-8,292
-3% -$367K 1.63% 11
2018
Q1 		$11.4M Buy
270,944
+175,896
+185% +$7.57M 1.73% 11
2017
Q4 		$3.87M Sell
95,048
-196,104
-67% -$7.86M 0.72% 36
2017
Q3 		$10.9M Buy
291,152
+2,944
+1% +$108K 2.12% 8
2017
Q2 		$10.1M Buy
288,208
+26,204
+10% +$919K 1.5% 10
2017
Q1 		$8.85M Buy
262,004
+146,588
+127% +$4.76M 1.29% 16
2016
Q4 		$3.47M Buy
115,416
+2,440
+2% +$72.8K 0.57% 75
2016
Q3 		$3.36M Buy
+112,976
New +$3.24M 0.48% 66
2015
Q3 		– Sell
-217,212
Closed -$5.68M – 350
2015
Q2 		$5.68M Buy
217,212
+58,388
+37% +$1.58M 0.5% 35
2015
Q1 		$4.17M Buy
158,824
+64,268
+68% +$1.69M 0.38% 41
2014
Q4 		$2.47M Buy
94,556
+29,768
+46% +$759K 0.12% 48
2014
Q3 		$1.63M Buy
64,788
+20,696
+47% +$517K 0.08% 64
2014
Q2 		$1.07M Buy
44,092
+31,884
+261% +$737K 0.05% 97
2014
Q1 		$278K Sell
12,208
-79,952
-87% -$1.78M 0.01% 265
2013
Q4 		$2.04M Sell
92,160
-2,135,204
-96% -$44.5M 0.09% 64
2013
Q3 		$43.9M Buy
2,227,364
+1,759,356
+376% +$34.2M 1.29% 33
2013
Q2 		$8.62M Buy
+468,008
New +$8.7M 0.41% 48

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

Navellier & Associates's IYW Position: Q1 2026 in Review

Navellier & Associates increased its iShares US Technology ETF (IYW) stake by 2.3% in Q1 2026, buying an estimated $20.3K and bringing the position to 4,691 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #158.

Navellier & Associates first reported a position in IYW in Q2 2013 and has held it in 42 quarters since. The position peaked at $43.9M in Q3 2013. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Navellier & Associates held 4,691 shares of iShares US Technology ETF worth $851K as of Q1 2026.
  • Navellier & Associates bought 105 iShares US Technology ETF shares in Q1 2026, an estimated $20.3K.
  • iShares US Technology ETF made up 0.09% of Navellier & Associates's portfolio in Q1 2026, its #158 holding.
  • Navellier & Associates first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 42 quarters since.
  • Navellier & Associates's iShares US Technology ETF position peaked at $43.9M in Q3 2013.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.