Novus Advisors
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Novus Advisors’s iShares US Technology ETF IYW Stock Holding History

Novus Advisors’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
Q3 		– Sell
-936
Closed -$236K – 54
2026
Q2 		$236K Buy
+936
New +$215K 0.49% 45
2026
Q1 		– Sell
-1,017
Closed -$203K – 50
2025
Q4 		$203K Sell
1,017
-99
-9% -$19.8K 0.45% 47
2025
Q3 		$219K Sell
1,116
-325
-23% -$59.5K 0.5% 43
2025
Q2 		$250K Sell
1,441
-68
-5% -$10.3K 0.38% 61
2025
Q1 		$212K Buy
1,509
+54
+4% +$8.41K 0.21% 110
2024
Q4 		$232K Buy
+1,455
New +$230K 0.23% 93

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Novus Advisors's IYW Position: Q3 2026 in Review

Novus Advisors sold out of iShares US Technology ETF (IYW) in Q3 2026, closing a stake of 936 shares — an estimated $236K sold.

Novus Advisors first reported a position in IYW in Q4 2024 and held it in 6 quarters. The position peaked at $250K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Novus Advisors reported no remaining iShares US Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Novus Advisors sold 936 iShares US Technology ETF shares in Q3 2026, an estimated $236K.
  • Novus Advisors first reported a position in iShares US Technology ETF in Q4 2024 and held it in 6 quarters.
  • Novus Advisors's iShares US Technology ETF position peaked at $250K in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Novus Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.