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 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Novus Advisors's IYW Position: Q2 2026 in Review

Novus Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 936 shares worth $236K. The stake represents 0.49% of the portfolio and ranks #45 among its holdings. This is a return to the name: Novus Advisors previously reported a position in IYW as recently as Q4 2025.

Novus Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q2 2025. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Novus Advisors held 936 shares of iShares US Technology ETF worth $236K as of Q2 2026.
iShares US Technology ETF was a new Novus Advisors position in Q2 2026.
iShares US Technology ETF made up 0.49% of Novus Advisors's portfolio in Q2 2026, its #45 holding.
Novus Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Novus Advisors's iShares US Technology ETF position peaked at $250K in Q2 2025.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.