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 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 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

NFP Retirement Inc's IYW Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares US Technology ETF (IYW) stake by 0.68% in Q1 2026, selling an estimated $13.3K and leaving 10,063 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #111.

NFP Retirement Inc first reported a position in IYW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.02M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

NFP Retirement Inc held 10,063 shares of iShares US Technology ETF worth $1.83M as of Q1 2026.
NFP Retirement Inc sold 69 iShares US Technology ETF shares in Q1 2026, an estimated $13.3K.
iShares US Technology ETF made up 0.11% of NFP Retirement Inc's portfolio in Q1 2026, its #111 holding.
NFP Retirement Inc first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's iShares US Technology ETF position peaked at $2.02M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.