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NFP Retirement Inc’s iShares US Technology ETF IYW Stock Holding History

NFP Retirement Inc’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 		$2.52M Sell
10,059
-4
-0% -$919 0.14% 92
2026
Q1 		$1.83M Sell
10,063
-69
-0.7% -$13.3K 0.11% 111
2025
Q4 		$2.02M Sell
10,132
-18
-0.2% -$3.6K 0.12% 100
2025
Q3 		$1.99M Buy
10,150
+31
+0.3% +$5.67K 0.13% 95
2025
Q2 		$1.75M Sell
10,119
-58
-0.6% -$8.79K 0.12% 101
2025
Q1 		$1.43M Hold
10,177
– – 0.11% 98
2024
Q4 		$1.62M Buy
10,177
+9
+0.1% +$1.42K 0.13% 90
2024
Q3 		$1.54M Buy
10,168
+101
+1% +$14.9K 0.12% 96
2024
Q2 		$1.52M Buy
10,067
+1,066
+12% +$147K 0.13% 97
2024
Q1 		$1.22M Buy
9,001
+3,090
+52% +$402K 0.1% 106
2023
Q4 		$726K Hold
5,911
– – 0.12% 119
2023
Q3 		$620K Sell
5,911
-234
-4% -$25.4K 0.12% 128
2023
Q2 		$669K Sell
6,145
-5,474
-47% -$538K 0.12% 123
2023
Q1 		$1.08M Buy
11,619
+1,854
+19% +$156K 0.21% 93
2022
Q4 		$727K Buy
9,765
+3,301
+51% +$253K 0.16% 111
2022
Q3 		$474K Buy
6,464
+2
+0% +$170 0.12% 144
2022
Q2 		$517K Hold
6,462
– – 0.13% 130
2022
Q1 		$666K Buy
+6,462
New +$660K 0.16% 104

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

NFP Retirement Inc's IYW Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares US Technology ETF (IYW) stake by 0.04% in Q2 2026, selling an estimated $919 and leaving 10,059 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #92.

NFP Retirement Inc first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • NFP Retirement Inc held 10,059 shares of iShares US Technology ETF worth $2.52M as of Q2 2026.
  • NFP Retirement Inc sold 4 iShares US Technology ETF shares in Q2 2026, an estimated $919.
  • iShares US Technology ETF made up 0.14% of NFP Retirement Inc's portfolio in Q2 2026, its #92 holding.
  • NFP Retirement Inc first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.