Old North State Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Old North State Wealth 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	$1.31M	Buy	5,177 +482	+10%	+$111K	0.56%	43
2026 Q1	$853K	Buy	4,695 +933	+25%	+$180K	0.39%	58
2025 Q4	$753K	Buy	3,762 +256	+7%	+$51.2K	0.35%	58
2025 Q3	$688K	Buy	3,506 +213	+6%	+$39K	0.32%	63
2025 Q2	$572K	Sell	3,293 -62	-2%	-$9.4K	0.3%	64
2025 Q1	$472K	Sell	3,355 -29	-0.9%	-$4.52K	0.26%	67
2024 Q4	$541K	Sell	3,384 -2	-0.1%	-$316	0.3%	58
2024 Q3	$514K	Buy	3,386 +109	+3%	+$16K	0.29%	54
2024 Q2	$494K	Sell	3,277 -192	-6%	-$26.5K	0.33%	51
2024 Q1	$469K	Buy	3,469 +840	+32%	+$109K	0.31%	53
2023 Q4	$323K	Buy	2,629 +6	+0.2%	+$680	0.24%	60
2023 Q3	$275K	Buy	2,623 +100	+4%	+$10.9K	0.24%	59
2023 Q2	$275K	Buy	2,523 +131	+5%	+$12.9K	0.24%	61
2023 Q1	$222K	Buy	+2,392	New	+$201K	0.21%	64

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

Old North State Wealth Management's IYW Position: Q2 2026 in Review

Old North State Wealth Management increased its iShares US Technology ETF (IYW) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 5,177 shares worth $1.31M. The position accounts for 0.56% of the portfolio, ranked #43.

Old North State Wealth Management first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Old North State Wealth Management held 5,177 shares of iShares US Technology ETF worth $1.31M as of Q2 2026.
Old North State Wealth Management bought 482 iShares US Technology ETF shares in Q2 2026, an estimated $111K.
iShares US Technology ETF made up 0.56% of Old North State Wealth Management's portfolio in Q2 2026, its #43 holding.
Old North State Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.