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 Q2	$478K	Hold	1,894	–	–	0.23%	88
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 $1.89T 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Novak & Powell Financial Services's IYW Position: Q2 2026 in Review

Novak & Powell Financial Services held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,894 shares worth $478K. The position accounts for 0.23% of the portfolio, ranked #88.

Novak & Powell Financial Services first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Novak & Powell Financial Services held 1,894 shares of iShares US Technology ETF worth $478K as of Q2 2026.
Novak & Powell Financial Services left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.23% of Novak & Powell Financial Services's portfolio in Q2 2026, its #88 holding.
Novak & Powell Financial Services first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.