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Newbridge Financial Services Group’s iShares US Technology ETF IYW Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$129K Sell
510
-83
-14% -$19.1K 0.02% 303
2026
Q1 		$108K Sell
593
-600
-50% -$116K 0.02% 302
2025
Q4 		$238K Buy
1,193
+75
+7% +$15K 0.04% 208
2025
Q3 		$219K Sell
1,118
-70
-6% -$12.8K 0.03% 281
2025
Q2 		$206K Buy
1,188
+70
+6% +$10.6K 0.03% 285
2025
Q1 		$157K Sell
1,118
-261
-19% -$40.7K 0.04% 216
2024
Q4 		$220K Buy
+1,379
New +$218K 0.06% 198
2024
Q3 		– Sell
-1,821
Closed -$274K – 887
2024
Q2 		$274K Buy
1,821
+184
+11% +$25.4K 0.1% 143
2024
Q1 		$221K Buy
1,637
+1,238
+310% +$161K 0.1% 174
2023
Q4 		$48.9K Buy
399
+1
+0.3% +$113 0.02% 395
2023
Q3 		$41.8K Sell
398
-168
-30% -$18.3K 0.02% 453
2023
Q2 		$61.6K Hold
566
– – 0.03% 411
2023
Q1 		$52.5K Hold
566
– – 0.03% 454
2022
Q4 		$42.2K Buy
566
+1
+0.2% +$77 0.02% 504
2022
Q3 		$41K Hold
565
– – 0.02% 504
2022
Q2 		$45K Hold
565
– – 0.03% 423
2022
Q1 		$58K Buy
565
+104
+23% +$10.6K 0.03% 439
2021
Q4 		$53K Hold
461
– – 0.03% 448
2021
Q3 		$47K Hold
461
– – 0.03% 430
2021
Q2 		$46K Buy
461
+253
+122% +$23.6K 0.03% 468
2021
Q1 		$18K Hold
208
– – 0.01% 717
2020
Q4 		$18K Hold
208
– – 0.01% 569
2020
Q3 		$16K Buy
+208
New +$15.2K 0.02% 559

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

Newbridge Financial Services Group's IYW Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares US Technology ETF (IYW) stake by 14% in Q2 2026, selling an estimated $19.1K and leaving 510 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #303.

Newbridge Financial Services Group first reported a position in IYW in Q3 2020 and has held it in 23 quarters since. The position peaked at $274K in Q2 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Newbridge Financial Services Group held 510 shares of iShares US Technology ETF worth $129K as of Q2 2026.
  • Newbridge Financial Services Group sold 83 iShares US Technology ETF shares in Q2 2026, an estimated $19.1K.
  • iShares US Technology ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #303 holding.
  • Newbridge Financial Services Group first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares US Technology ETF position peaked at $274K in Q2 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.