Northwest Capital Management’s iShares US Technology ETF IYW Stock Holding History

Northwest Capital Management’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
2025 Q4	$277K	Sell	1,389 -394	-22%	-$78.8K	1.2%	22
2025 Q3	$349K	Sell	1,783 -3,440	-66%	-$629K	0.37%	61
2025 Q2	$905K	Sell	5,223 -6,219	-54%	-$943K	0.49%	50
2025 Q1	$1.61M	Sell	11,442 -2,792	-20%	-$435K	0.66%	34
2024 Q4	$2.27M	Sell	14,234 -1,658	-10%	-$262K	0.97%	23
2024 Q3	$2.41M	Sell	15,892 -283	-2%	-$41.6K	0.87%	26
2024 Q2	$2.43M	Buy	16,175 +9,937	+159%	+$1.37M	0.89%	22
2024 Q1	$843K	Buy	6,238 +2,446	+65%	+$318K	0.27%	55
2023 Q4	$465K	Buy	3,792 +99	+3%	+$11.2K	0.16%	73
2023 Q3	$387K	Buy	3,693 +5	+0.1%	+$544	0.15%	71
2023 Q2	$402K	Buy	3,688 +424	+13%	+$41.6K	0.17%	71
2023 Q1	$303K	Buy	+3,264	New	+$274K	0.15%	78

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Northwest Capital Management's IYW Position: Q4 2025 in Review

Northwest Capital Management reduced its iShares US Technology ETF (IYW) stake by 22% in Q4 2025, selling an estimated $78.8K and leaving 1,389 shares worth $277K. The position accounts for 1.2% of the portfolio, ranked #22.

Northwest Capital Management first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q2 2024. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Northwest Capital Management held 1,389 shares of iShares US Technology ETF worth $277K as of Q4 2025.
Northwest Capital Management sold 394 iShares US Technology ETF shares in Q4 2025, an estimated $78.8K.
iShares US Technology ETF made up 1.2% of Northwest Capital Management's portfolio in Q4 2025, its #22 holding.
Northwest Capital Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
Northwest Capital Management's iShares US Technology ETF position peaked at $2.43M in Q2 2024.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.