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IYW icon

NorthAvenue LLC’s iShares US Technology ETF IYW Stock Holding History

NorthAvenue LLC’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 		$16.9K Sell
67
-10
-13% -$2.3K 0.01% 117
2026
Q1 		$14K Hold
77
– – 0.01% 107
2025
Q4 		$15.4K Buy
+77
New +$15.4K 0.01% 108

Other funds holding IYW

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

NorthAvenue LLC's IYW Position: Q2 2026 in Review

NorthAvenue LLC reduced its iShares US Technology ETF (IYW) stake by 13% in Q2 2026, selling an estimated $2.3K and leaving 67 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #117.

NorthAvenue LLC first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • NorthAvenue LLC held 67 shares of iShares US Technology ETF worth $16.9K as of Q2 2026.
  • NorthAvenue LLC sold 10 iShares US Technology ETF shares in Q2 2026, an estimated $2.3K.
  • iShares US Technology ETF made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #117 holding.
  • NorthAvenue LLC first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.