Nova Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Nova Wealth 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
2026 Q2	$2.67M	Sell	10,601 -4,073	-28%	-$936K	1.48%	16
2026 Q1	$2.66M	Buy	14,674 +3,599	+32%	+$695K	1.73%	13
2025 Q4	$2.21M	Sell	11,075 -36	-0.3%	-$7.2K	1.52%	15
2025 Q3	$2.18M	Sell	11,111 -1,175	-10%	-$215K	1.53%	15
2025 Q2	$2.13M	Buy	12,286 +1,350	+12%	+$205K	1.56%	14
2025 Q1	$1.54M	Buy	10,936 +928	+9%	+$145K	1.33%	13
2024 Q4	$1.6M	Buy	+10,008	New	+$1.58M	1.38%	13

Other funds holding IYW

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return