NTV Asset Management’s iShares US Technology ETF IYW Stock Holding History

NTV Asset 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	$271K	Buy	+1,076	New	+$247K	0.03%	278
2026 Q1	–	Sell	-1,076	Closed	-$215K	–	318
2025 Q4	$215K	Hold	1,076	–	–	0.02%	294
2025 Q3	$211K	Buy	+1,076	New	+$197K	0.02%	297
2023 Q3	–	Sell	-1,876	Closed	-$204K	–	257
2023 Q2	$204K	Buy	+1,876	New	+$184K	0.04%	252
2022 Q1	–	Sell	-1,876	Closed	-$215K	–	267
2021 Q4	$215K	Buy	+1,876	New	+$208K	0.04%	252

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

NTV Asset Management's IYW Position: Q2 2026 in Review

NTV Asset Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,076 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #278 among its holdings. This is a return to the name: NTV Asset Management previously reported a position in IYW as recently as Q4 2025.

NTV Asset Management first reported a position in IYW in Q4 2021 and has held it in 5 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

NTV Asset Management held 1,076 shares of iShares US Technology ETF worth $271K as of Q2 2026.
iShares US Technology ETF was a new NTV Asset Management position in Q2 2026.
iShares US Technology ETF made up 0.03% of NTV Asset Management's portfolio in Q2 2026, its #278 holding.
NTV Asset Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 5 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NTV Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.