NP
IYW icon

NorthRock Partners’s iShares US Technology ETF IYW Stock Holding History

NorthRock Partners’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 		$2.82M Sell
11,188
-3,463
-24% -$795K 0.04% 176
2026
Q1 		$2.66M Sell
14,651
-9,436
-39% -$1.82M 0.04% 169
2025
Q4 		$4.81M Sell
24,087
-21,154
-47% -$4.23M 0.08% 123
2025
Q3 		$8.86M Buy
45,241
+39,725
+720% +$7.27M 0.16% 74
2025
Q2 		$956K Sell
5,516
-60
-1% -$9.1K 0.02% 255
2025
Q1 		$783K Buy
5,576
+83
+2% +$12.9K 0.03% 247
2024
Q4 		$876K Hold
5,493
– – 0.03% 223
2024
Q3 		$833K Buy
5,493
+5
+0.1% +$735 0.03% 244
2024
Q2 		$826K Sell
5,488
-592
-10% -$81.8K 0.03% 226
2024
Q1 		$821K Buy
6,080
+241
+4% +$31.4K 0.03% 234
2023
Q4 		$717K Buy
5,839
+2,507
+75% +$284K 0.03% 238
2023
Q3 		$350K Buy
3,332
+3
+0.1% +$326 0.04% 213
2023
Q2 		$362K Sell
3,329
-940
-22% -$92.3K 0.04% 181
2023
Q1 		$396K Buy
4,269
+240
+6% +$20.1K 0.04% 175
2022
Q4 		$300K Sell
4,029
-1,318
-25% -$101K 0.03% 253
2022
Q3 		$392K Buy
5,347
+8
+0.1% +$678 0.05% 168
2022
Q2 		$427K Buy
5,339
+135
+3% +$11.9K 0.04% 172
2022
Q1 		$536K Sell
5,204
-876
-14% -$89.4K 0.05% 161
2021
Q4 		$698K Sell
6,080
-1,404
-19% -$156K 0.05% 134
2021
Q3 		$758K Hold
7,484
– – 0.06% 117
2021
Q2 		$744K Hold
7,484
– – 0.06% 102
2021
Q1 		$656K Hold
7,484
– – 0.06% 105
2020
Q4 		$637K Hold
7,484
– – 0.06% 111
2020
Q3 		$563K Sell
7,484
-1,368
-15% -$99.9K 0.06% 112
2020
Q2 		$597K Buy
8,852
+8
+0.1% +$483 0.07% 112
2020
Q1 		$452K Buy
8,844
+1,004
+13% +$58.2K 0.06% 114
2019
Q4 		$456K Buy
+7,840
New +$426K 0.05% 163

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

NorthRock Partners's IYW Position: Q2 2026 in Review

NorthRock Partners reduced its iShares US Technology ETF (IYW) stake by 24% in Q2 2026, selling an estimated $795K and leaving 11,188 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #176.

NorthRock Partners first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.86M in Q3 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • NorthRock Partners held 11,188 shares of iShares US Technology ETF worth $2.82M as of Q2 2026.
  • NorthRock Partners sold 3,463 iShares US Technology ETF shares in Q2 2026, an estimated $795K.
  • iShares US Technology ETF made up 0.04% of NorthRock Partners's portfolio in Q2 2026, its #176 holding.
  • NorthRock Partners first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • NorthRock Partners's iShares US Technology ETF position peaked at $8.86M in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.