NCM
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NCM Capital Management’s iShares US Technology ETF IYW Stock Holding History

NCM Capital Management’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 		$1.89M Sell
10,422
-50
-0.5% -$9.66K 0.68% 31
2025
Q4 		$2.09M Buy
10,472
+201
+2% +$40.2K 0.78% 26
2025
Q3 		$2.01M Sell
10,271
-280
-3% -$51.2K 0.78% 24
2025
Q2 		$1.83M Buy
10,551
+327
+3% +$49.6K 0.75% 28
2025
Q1 		$1.44M Buy
10,224
+863
+9% +$134K 0.65% 36
2024
Q4 		$1.49M Sell
9,361
-99
-1% -$15.7K 0.67% 31
2024
Q3 		$1.43M Hold
9,460
– – 0.69% 32
2024
Q2 		$1.42M Sell
9,460
-150
-2% -$20.7K 0.75% 29
2024
Q1 		$1.3M Sell
9,610
-331
-3% -$43.1K 0.73% 34
2023
Q4 		$1.22M Buy
9,941
+183
+2% +$20.7K 0.74% 33
2023
Q3 		$1.02M Sell
9,758
-381
-4% -$41.4K 0.73% 35
2023
Q2 		$1.1M Buy
10,139
+81
+0.8% +$7.96K 0.77% 30
2023
Q1 		$933K Sell
10,058
-528
-5% -$44.3K 0.7% 40
2022
Q4 		$789K Sell
10,586
-398
-4% -$30.4K 0.52% 56
2022
Q3 		$806K Buy
+10,984
New +$931K 0.61% 51
2022
Q2 		– Sell
-11,080
Closed -$1.14M – 183
2022
Q1 		$1.14M Buy
11,080
+64
+0.6% +$6.54K 0.72% 39
2021
Q4 		$1.26M Buy
+11,016
New +$1.22M 1.12% 24

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 $7.56B AUM 23.82% 1-Year Est. Return

NCM Capital Management's IYW Position: Q1 2026 in Review

NCM Capital Management reduced its iShares US Technology ETF (IYW) stake by 0.48% in Q1 2026, selling an estimated $9.66K and leaving 10,422 shares worth $1.89M. The position accounts for 0.68% of the portfolio, ranked #31.

NCM Capital Management first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.09M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • NCM Capital Management held 10,422 shares of iShares US Technology ETF worth $1.89M as of Q1 2026.
  • NCM Capital Management sold 50 iShares US Technology ETF shares in Q1 2026, an estimated $9.66K.
  • iShares US Technology ETF made up 0.68% of NCM Capital Management's portfolio in Q1 2026, its #31 holding.
  • NCM Capital Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
  • NCM Capital Management's iShares US Technology ETF position peaked at $2.09M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.