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NBC Securities’s iShares US Technology ETF IYW Stock Holding History

NBC Securities’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 		$1.73M Sell
6,878
-4
-0.1% -$919 0.12% 192
2026
Q1 		$1.25M Sell
6,882
-40
-0.6% -$7.73K 0.09% 240
2025
Q4 		$1.38M Buy
6,922
+29
+0.4% +$5.8K 0.1% 211
2025
Q3 		$1.35M Sell
6,893
-326
-5% -$59.6K 0.1% 213
2025
Q2 		$1.25M Sell
7,219
-160
-2% -$24.3K 0.1% 230
2025
Q1 		$1.04M Buy
7,379
+7,372
+105,314% +$1.15M 0.09% 242
2024
Q4 		$1.19K Sell
7
-7,279
-100% -$1.15M 0.11% 209
2024
Q3 		$1.1M Sell
7,286
-26
-0.4% -$3.82K 0.09% 231
2024
Q2 		$1.1M Sell
7,312
-94
-1% -$13K 0.1% 220
2024
Q1 		$1.11M Sell
7,406
-132
-2% -$17.2K 0.1% 228
2023
Q4 		$925K Buy
7,538
+4
+0.1% +$453 0.09% 227
2023
Q3 		$790K Buy
+7,534
New +$819K 0.09% 247

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

NBC Securities's IYW Position: Q2 2026 in Review

NBC Securities reduced its iShares US Technology ETF (IYW) stake by 0.06% in Q2 2026, selling an estimated $919 and leaving 6,878 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #192.

NBC Securities first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • NBC Securities held 6,878 shares of iShares US Technology ETF worth $1.73M as of Q2 2026.
  • NBC Securities sold 4 iShares US Technology ETF shares in Q2 2026, an estimated $919.
  • iShares US Technology ETF made up 0.12% of NBC Securities's portfolio in Q2 2026, its #192 holding.
  • NBC Securities first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.