Next Level Private’s iShares US Technology ETF IYW Stock Holding History

Next Level Private’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	$785K	Sell	3,111 -332	-10%	-$76.3K	0.15%	92
2026 Q1	$625K	Buy	3,443 +497	+17%	+$96K	0.14%	96
2025 Q4	$588K	Buy	2,946 +1	+0%	+$200	0.15%	94
2025 Q3	$587K	Buy	2,945 +1	+0%	+$183	0.17%	91
2025 Q2	$510K	Buy	2,944 +2	+0.1%	+$303	0.17%	90
2025 Q1	$413K	Buy	2,942 +1	+0%	+$156	0.15%	95
2024 Q4	$469K	Buy	2,941 +1	+0%	+$158	0.19%	84
2024 Q3	$446K	Buy	2,940 +2	+0.1%	+$294	0.18%	85
2024 Q2	$442K	Buy	2,938 +42	+1%	+$5.8K	0.2%	80
2024 Q1	$391K	Buy	+2,896	New	+$377K	0.18%	91

Other funds holding IYW

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return