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NWAM LLC’s iShares US Technology ETF IYW Stock Holding History

NWAM LLC’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 		$2.91M Sell
11,542
-227
-2% -$52.1K 0.15% 154
2026
Q1 		$2.14M Sell
11,769
-3,423
-23% -$661K 0.12% 168
2025
Q4 		$3.04M Sell
15,192
-2,002
-12% -$400K 0.17% 131
2025
Q3 		$3.38M Sell
17,194
-3,480
-17% -$637K 0.18% 129
2025
Q2 		$3.63M Buy
20,674
+14,180
+218% +$2.15M 0.21% 116
2025
Q1 		$912K Sell
6,494
-14,122
-69% -$2.2M 0.08% 221
2024
Q4 		$3.29M Buy
20,616
+896
+5% +$142K 0.2% 115
2024
Q3 		$2.99M Buy
+19,720
New +$2.9M 0.18% 125
2024
Q2 		– Sell
-19,954
Closed -$2.69M – 363
2024
Q1 		$2.69M Sell
19,954
-368
-2% -$47.9K 0.22% 104
2023
Q4 		$2.49M Buy
20,322
+15,576
+328% +$1.76M 0.2% 104
2023
Q3 		$498K Sell
4,746
-17,648
-79% -$1.92M 0.05% 299
2023
Q2 		$2.44M Sell
22,394
-8,106
-27% -$796K 0.2% 111
2023
Q1 		$2.83M Sell
30,500
-3,030
-9% -$254K 0.29% 90
2022
Q4 		$2.5M Buy
33,530
+19,593
+141% +$1.5M 0.22% 113
2022
Q3 		$1.02M Sell
13,937
-3,782
-21% -$321K 0.1% 201
2022
Q2 		$1.42M Buy
17,719
+4,514
+34% +$399K 0.13% 158
2022
Q1 		$1.36M Sell
13,205
-93
-0.7% -$9.5K 0.1% 190
2021
Q4 		$1.53M Sell
13,298
-194
-1% -$21.5K 0.12% 183
2021
Q3 		$1.37M Buy
13,492
+641
+5% +$66.9K 0.12% 175
2021
Q2 		$1.28M Sell
12,851
-2,438
-16% -$227K 0.12% 175
2021
Q1 		$1.34M Buy
15,289
+2,474
+19% +$217K 0.13% 167
2020
Q4 		$1.09M Buy
+12,815
New +$1.02M 0.12% 164
2020
Q3 		– Sell
-13,480
Closed -$909K – 336
2020
Q2 		$909K Buy
13,480
+548
+4% +$33.1K 0.13% 158
2020
Q1 		$661 Sell
12,932
-16
-0.1% -$927 0.02% 194
2019
Q4 		$753K Buy
12,948
+2,600
+25% +$141K 0.13% 169
2019
Q3 		$528K Sell
10,348
-988
-9% -$50.2K 0.1% 196
2019
Q2 		$561K Buy
11,336
+708
+7% +$34.6K 0.11% 179
2019
Q1 		$506K Buy
+10,628
New +$473K 0.11% 182

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

NWAM LLC's IYW Position: Q2 2026 in Review

NWAM LLC reduced its iShares US Technology ETF (IYW) stake by 1.9% in Q2 2026, selling an estimated $52.1K and leaving 11,542 shares worth $2.91M. The position accounts for 0.15% of the portfolio, ranked #154.

NWAM LLC first reported a position in IYW in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.63M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • NWAM LLC held 11,542 shares of iShares US Technology ETF worth $2.91M as of Q2 2026.
  • NWAM LLC sold 227 iShares US Technology ETF shares in Q2 2026, an estimated $52.1K.
  • iShares US Technology ETF made up 0.15% of NWAM LLC's portfolio in Q2 2026, its #154 holding.
  • NWAM LLC first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 28 quarters since.
  • NWAM LLC's iShares US Technology ETF position peaked at $3.63M in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.