New Insight Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

New Insight Wealth Advisors’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	$564K	Hold	2,237	–	–	0.17%	73
2026 Q1	$406K	Hold	2,237	–	–	0.15%	74
2025 Q4	$447K	Hold	2,237	–	–	0.16%	77
2025 Q3	$438K	Hold	2,237	–	–	0.16%	80
2025 Q2	$388K	Buy	+2,237	New	+$339K	0.16%	74

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 22.96% 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

New Insight Wealth Advisors's IYW Position: Q2 2026 in Review

New Insight Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,237 shares worth $564K. The position accounts for 0.17% of the portfolio, ranked #73.

New Insight Wealth Advisors first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

New Insight Wealth Advisors held 2,237 shares of iShares US Technology ETF worth $564K as of Q2 2026.
New Insight Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.17% of New Insight Wealth Advisors's portfolio in Q2 2026, its #73 holding.
New Insight Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.