Novak & Powell Financial Services’s iShares US Technology ETF IYW Stock Holding History

Novak & Powell Financial Services’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	$344K	Hold	1,894	–	–	0.19%	111
2025 Q4	$378K	Hold	1,894	–	–	0.2%	101
2025 Q3	$371K	Hold	1,894	–	–	0.2%	97
2025 Q2	$328K	Hold	1,894	–	–	0.23%	95
2025 Q1	$266K	Hold	1,894	–	–	0.17%	120
2024 Q4	$302K	Hold	1,894	–	–	0.18%	105
2024 Q3	$287K	Hold	1,894	–	–	0.17%	113
2024 Q2	$285K	Hold	1,894	–	–	0.18%	107
2024 Q1	$256K	Buy	1,894 +134	+8%	+$17.4K	0.19%	111
2023 Q4	$216K	Buy	+1,760	New	+$199K	0.14%	130

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 $7.56B AUM 23.82% 1-Year Est. Return

Novak & Powell Financial Services's IYW Position: Q1 2026 in Review

Novak & Powell Financial Services held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,894 shares worth $344K. The position accounts for 0.19% of the portfolio, ranked #111.

Novak & Powell Financial Services first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $378K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Novak & Powell Financial Services held 1,894 shares of iShares US Technology ETF worth $344K as of Q1 2026.
Novak & Powell Financial Services left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #111 holding.
Novak & Powell Financial Services first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's iShares US Technology ETF position peaked at $378K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.