Tableaux’s iShares US Technology ETF IYW Stock Holding History

Tableaux’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 Q3	$9.14M	Sell	34,496 -4,033	-10%	-$1.01M	3.73%	4
2026 Q2	$9.7M	Sell	38,529 -3,255	-8%	-$748K	4.09%	4
2026 Q1	$7.58M	Buy	41,784 +11,387	+37%	+$2.2M	3.67%	4
2025 Q4	$6.54M	Sell	30,397 -33,099	-52%	-$6.62M	4.63%	3
2025 Q3	$12.4M	Buy	63,496 +20,408	+47%	+$3.73M	4.98%	3
2025 Q2	$7.47M	Buy	43,088 +2,773	+7%	+$420K	4.28%	3
2025 Q1	$5.66M	Buy	40,315 +4,230	+12%	+$659K	4.08%	4
2024 Q4	$5.76M	Buy	+36,085	New	+$5.71M	4.76%	5

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tableaux's IYW Position: Q3 2026 in Review

Tableaux reduced its iShares US Technology ETF (IYW) stake by 10% in Q3 2026, selling an estimated $1.01M and leaving 34,496 shares worth $9.14M. The position accounts for 3.73% of the portfolio, ranked #4.

Tableaux first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q3 2025. 406 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Tableaux held 34,496 shares of iShares US Technology ETF worth $9.14M as of Q3 2026.
Tableaux sold 4,033 iShares US Technology ETF shares in Q3 2026, an estimated $1.01M.
iShares US Technology ETF made up 3.73% of Tableaux's portfolio in Q3 2026, its #4 holding.
Tableaux first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
Tableaux's iShares US Technology ETF position peaked at $12.4M in Q3 2025.
406 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.