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IYW icon

NewEdge Advisors’s iShares US Technology ETF IYW Stock Holding History

NewEdge 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 		$45.5M Sell
180,228
-2,547
-1% -$585K 0.14% 154
2026
Q1 		$33.2M Sell
182,775
-256
-0.1% -$49.5K 0.12% 175
2025
Q4 		$36.5M Sell
183,031
-34,760
-16% -$6.95M 0.13% 150
2025
Q3 		$42.7M Sell
217,791
-299,585
-58% -$54.8M 0.19% 101
2025
Q2 		$89.6M Sell
517,376
-58,293
-10% -$8.84M 0.46% 34
2025
Q1 		$80.8M Buy
575,669
+49,097
+9% +$7.65M 0.48% 34
2024
Q4 		$84M Buy
526,572
+80,260
+18% +$12.7M 0.5% 33
2024
Q3 		$67.7M Buy
446,312
+26,460
+6% +$3.89M 0.44% 42
2024
Q2 		$63.2M Buy
419,852
+76,710
+22% +$10.6M 0.46% 37
2024
Q1 		$46.3M Buy
343,142
+28,006
+9% +$3.65M 0.4% 48
2023
Q4 		$39.3M Buy
315,136
+67,160
+27% +$7.61M 0.37% 58
2023
Q3 		$26M Sell
247,976
-109,304
-31% -$11.9M 0.29% 88
2023
Q2 		$38.9M Buy
357,280
+19,208
+6% +$1.89M 0.44% 51
2023
Q1 		$31.4M Buy
338,072
+84,214
+33% +$7.07M 0.39% 70
2022
Q4 		$3.75M Buy
253,858
+155,551
+158% +$11.9M 0.1% 219
2022
Q3 		$7.21M Buy
98,307
+2,168
+2% +$184K 0.12% 185
2022
Q2 		$7.69M Buy
96,139
+11,289
+13% +$999K 0.13% 170
2022
Q1 		$8.74M Sell
84,850
-4,907
-5% -$501K 0.14% 163
2021
Q4 		$10.3M Buy
89,757
+14,012
+18% +$1.56M 0.16% 137
2021
Q3 		$7.67M Buy
75,745
+2,052
+3% +$214K 0.19% 114
2021
Q2 		$7.33M Buy
73,693
+815
+1% +$76K 0.19% 116
2021
Q1 		$6.39M Buy
72,878
+292
+0.4% +$25.6K 0.19% 118
2020
Q4 		$6.18M Sell
72,586
-590
-0.8% -$47.1K 0.2% 111
2020
Q3 		$5.51M Sell
73,176
-1,604
-2% -$117K 0.19% 114
2020
Q2 		$5.04M Sell
74,780
-4,944
-6% -$298K 0.2% 112
2020
Q1 		$4.07M Buy
79,724
+13,448
+20% +$779K 0.2% 119
2019
Q4 		$3.85M Buy
66,276
+176
+0.3% +$9.57K 0.15% 154
2019
Q3 		$3.38M Sell
66,100
-3,664
-5% -$186K 0.15% 147
2019
Q2 		$3.45M Buy
69,764
+496
+0.7% +$24.3K 0.21% 122
2019
Q1 		$3.3M Sell
69,268
-19,784
-22% -$880K 0.21% 116
2018
Q4 		$3.56M Sell
89,052
-21,552
-19% -$933K 0.23% 101
2018
Q3 		$5.37M Buy
110,604
+2,420
+2% +$114K 0.41% 65
2018
Q2 		$4.88M Buy
108,184
+34,216
+46% +$1.51M 0.45% 60
2018
Q1 		$3.03M Buy
73,968
+4,400
+6% +$189K 0.35% 74
2017
Q4 		$2.96M Buy
69,568
+5,744
+9% +$230K 0.4% 65
2017
Q3 		$2.44M Buy
63,824
+9,104
+17% +$334K 0.38% 67
2017
Q2 		$1.94M Buy
54,720
+8,504
+18% +$298K 0.33% 70
2017
Q1 		$1.55M Buy
46,216
+20,048
+77% +$651K 0.35% 75
2016
Q4 		$810K Buy
+26,168
New +$780K 0.22% 96

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

NewEdge Advisors's IYW Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, selling an estimated $585K and leaving 180,228 shares worth $45.5M. The position accounts for 0.14% of the portfolio, ranked #154.

NewEdge Advisors first reported a position in IYW in Q4 2016 and has held it in 39 quarters since. The position peaked at $89.6M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • NewEdge Advisors held 180,228 shares of iShares US Technology ETF worth $45.5M as of Q2 2026.
  • NewEdge Advisors sold 2,547 iShares US Technology ETF shares in Q2 2026, an estimated $585K.
  • iShares US Technology ETF made up 0.14% of NewEdge Advisors's portfolio in Q2 2026, its #154 holding.
  • NewEdge Advisors first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's iShares US Technology ETF position peaked at $89.6M in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.