Newton One Investments’s iShares US Technology ETF IYW Stock Holding History

Newton One Investments’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	$121K	Hold	479	–	–	0.03%	49
2026 Q1	$86.8K	Buy	479 +1	+0.2%	+$193	0.02%	53
2025 Q4	$95.5K	Hold	478	–	–	0.03%	54
2025 Q3	$93.7K	Hold	478	–	–	0.03%	52
2025 Q2	$82.8K	Hold	478	–	–	0.03%	55
2025 Q1	$67.1K	Hold	478	–	–	0.02%	56
2024 Q4	$76.2K	Buy	+478	New	+$75.6K	0.03%	58
2024 Q3	–	Sell	-477	Closed	-$71.8K	–	74
2024 Q2	$71.8K	Hold	477	–	–	0.03%	57
2024 Q1	$64.4K	Buy	477 +1	+0.2%	+$130	0.03%	60
2023 Q4	$58.5K	Hold	476	–	–	0.03%	62
2023 Q3	$49.9K	Hold	476	–	–	0.03%	67
2023 Q2	$51.8K	Hold	476	–	–	0.03%	65
2023 Q1	$44.1K	Buy	476 +1	+0.2%	+$84	0.03%	66
2022 Q4	$35.4K	Sell	475 -475	-50%	-$36.3K	0.02%	72
2022 Q3	$70K	Hold	950	–	–	0.05%	59
2022 Q2	$76K	Hold	950	–	–	0.06%	58
2022 Q1	$98K	Hold	950	–	–	0.07%	54
2021 Q4	$109K	Hold	950	–	–	0.08%	52
2021 Q3	$96K	Hold	950	–	–	0.07%	54
2021 Q2	$94K	Buy	+950	New	+$88.6K	0.07%	56

Other funds holding IYW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Newton One Investments's IYW Position: Q2 2026 in Review

Newton One Investments held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 479 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #49.

Newton One Investments first reported a position in IYW in Q2 2021 and has held it in 20 quarters since. 947 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Newton One Investments held 479 shares of iShares US Technology ETF worth $121K as of Q2 2026.
Newton One Investments left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.03% of Newton One Investments's portfolio in Q2 2026, its #49 holding.
Newton One Investments first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 20 quarters since.
947 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.