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 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 $1.66T 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

NewEdge Wealth's IYW Position: Q1 2026 in Review

NewEdge Wealth increased its iShares US Technology ETF (IYW) stake by 167% in Q1 2026, buying an estimated $968K and bringing the position to 8,007 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #519.

NewEdge Wealth first reported a position in IYW in Q1 2025 and has held it in 5 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

NewEdge Wealth held 8,007 shares of iShares US Technology ETF worth $1.45M as of Q1 2026.
NewEdge Wealth bought 5,011 iShares US Technology ETF shares in Q1 2026, an estimated $968K.
iShares US Technology ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #519 holding.
NewEdge Wealth first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 5 quarters since.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.