JT Stratford LLC’s iShares US Technology ETF IYW Stock Holding History

JT Stratford 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 Q1	$377K	Buy	2,078 +13	+0.6%	+$2.51K	0.05%	248
2025 Q4	$412K	Buy	2,065 +82	+4%	+$16.4K	0.05%	237
2025 Q3	$388K	Sell	1,983 -1,945	-50%	-$356K	0.05%	234
2025 Q2	$681K	Sell	3,928 -535	-12%	-$81.1K	0.1%	173
2025 Q1	$627K	Buy	4,463 +1,422	+47%	+$221K	0.11%	178
2024 Q4	$485K	Buy	3,041 +1,283	+73%	+$203K	0.08%	200
2024 Q3	$267K	Sell	1,758 -236	-12%	-$34.7K	0.05%	246
2024 Q2	$300K	Sell	1,994 -154	-7%	-$21.3K	0.06%	229
2024 Q1	$290K	Sell	2,148 -216	-9%	-$28.1K	0.06%	226
2023 Q4	$290K	Buy	+2,364	New	+$268K	0.07%	211
2023 Q3	–	Sell	-3,264	Closed	-$355K	–	241
2023 Q2	$355K	Hold	3,264	–	–	0.1%	186
2023 Q1	$303K	Buy	+3,264	New	+$274K	0.09%	193

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JT Stratford LLC's IYW Position: Q1 2026 in Review

JT Stratford LLC increased its iShares US Technology ETF (IYW) stake by 0.63% in Q1 2026, buying an estimated $2.51K and bringing the position to 2,078 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #248.

JT Stratford LLC first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. The position peaked at $681K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

JT Stratford LLC held 2,078 shares of iShares US Technology ETF worth $377K as of Q1 2026.
JT Stratford LLC bought 13 iShares US Technology ETF shares in Q1 2026, an estimated $2.51K.
iShares US Technology ETF made up 0.05% of JT Stratford LLC's portfolio in Q1 2026, its #248 holding.
JT Stratford LLC first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
JT Stratford LLC's iShares US Technology ETF position peaked at $681K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.