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

NewEdge Wealth’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	$1.98M	Sell	7,847 -160	-2%	-$36.8K	0.02%	464
2026 Q1	$1.45M	Buy	8,007 +5,011	+167%	+$968K	0.02%	519
2025 Q4	$598K	Sell	2,996 -20	-0.7%	-$4K	0.01%	772
2025 Q3	$616K	Sell	3,016 -136	-4%	-$24.9K	0.01%	690
2025 Q2	$574K	Hold	3,152	–	–	0.01%	675
2025 Q1	$443K	Buy	+3,152	New	+$491K	0.01%	683

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

NewEdge Wealth's IYW Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares US Technology ETF (IYW) stake by 2% in Q2 2026, selling an estimated $36.8K and leaving 7,847 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #464.

NewEdge Wealth first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

NewEdge Wealth held 7,847 shares of iShares US Technology ETF worth $1.98M as of Q2 2026.
NewEdge Wealth sold 160 iShares US Technology ETF shares in Q2 2026, an estimated $36.8K.
iShares US Technology ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #464 holding.
NewEdge Wealth first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.