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

Terra Nova 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 		$4.29M Buy
17,021
+837
+5% +$192K 2.63% 8
2026
Q1 		$2.94M Sell
16,184
-304
-2% -$58.7K 2.17% 15
2025
Q4 		$3.29M Sell
16,488
-64
-0.4% -$12.8K 2.17% 13
2025
Q3 		$3.24M Buy
16,552
+504
+3% +$92.2K 2.04% 11
2025
Q2 		$2.78M Sell
16,048
-562
-3% -$85.2K 1.94% 18
2025
Q1 		$2.33M Buy
16,610
+32
+0.2% +$4.98K 1.84% 20
2024
Q4 		$2.64M Buy
16,578
+124
+0.8% +$19.6K 2.01% 19
2024
Q3 		$2.49M Buy
16,454
+244
+2% +$35.9K 1.85% 22
2024
Q2 		$2.44M Buy
16,210
+211
+1% +$29.2K 1.92% 21
2024
Q1 		$2.16M Buy
15,999
+1,184
+8% +$154K 1.72% 26
2023
Q4 		$1.82M Buy
14,815
+397
+3% +$45K 1.59% 27
2023
Q3 		$1.57M Hold
14,418
– – 1.43% 31
2023
Q2 		$1.57M Sell
14,418
-69
-0.5% -$6.78K 1.43% 31
2023
Q1 		$1.34M Sell
14,487
-129
-0.9% -$10.8K 1.32% 33
2022
Q4 		$1.09M Sell
14,616
-658
-4% -$50.3K 1.14% 41
2022
Q3 		$1.12M Buy
15,274
+156
+1% +$13.2K 1.22% 37
2022
Q2 		$1.21M Buy
15,118
+18
+0.1% +$1.59K 1.35% 32
2022
Q1 		$1.56M Buy
15,100
+485
+3% +$49.5K 1.45% 32
2021
Q4 		$1.68M Sell
14,615
-181
-1% -$20.1K 1.26% 33
2021
Q3 		$1.5M Buy
14,796
+742
+5% +$77.4K 1.2% 35
2021
Q2 		$1.4M Sell
14,054
-1,800
-11% -$168K 1.2% 39
2021
Q1 		$1.39M Sell
15,854
-6,956
-30% -$609K 1.23% 39
2020
Q4 		$1.94M Buy
+22,810
New +$1.82M 1.96% 19
2018
Q4 		$856K Sell
21,404
-228
-1% -$9.87K 2.31% 25
2018
Q3 		$1.05M Buy
+21,632
New +$1.02M 1.59% 31

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

Terra Nova Asset Management's IYW Position: Q2 2026 in Review

Terra Nova Asset Management increased its iShares US Technology ETF (IYW) stake by 5.2% in Q2 2026, buying an estimated $192K and bringing the position to 17,021 shares worth $4.29M. The position accounts for 2.63% of the portfolio, ranked #8.

Terra Nova Asset Management first reported a position in IYW in Q3 2018 and has held it in 25 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Terra Nova Asset Management held 17,021 shares of iShares US Technology ETF worth $4.29M as of Q2 2026.
  • Terra Nova Asset Management bought 837 iShares US Technology ETF shares in Q2 2026, an estimated $192K.
  • iShares US Technology ETF made up 2.63% of Terra Nova Asset Management's portfolio in Q2 2026, its #8 holding.
  • Terra Nova Asset Management first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 25 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Terra Nova Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.