Tarbox Family Office’s iShares US Technology ETF IYW Stock Holding History

Tarbox Family Office’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	$245K	Hold	1,348	–	–	0.04%	92
2025 Q4	$269K	Hold	1,348	–	–	0.04%	96
2025 Q3	$264K	Hold	1,348	–	–	0.04%	107
2025 Q2	$234K	Buy	+1,348	New	+$204K	0.04%	110
2025 Q1	–	Sell	-1,348	Closed	-$215K	–	109
2024 Q4	$215K	Hold	1,348	–	–	0.04%	106
2024 Q3	$204K	Hold	1,348	–	–	0.03%	108
2024 Q2	$203K	Buy	+1,348	New	+$186K	0.04%	104
2022 Q1	–	Sell	-598	Closed	-$69K	–	1109
2021 Q4	$69K	Sell	598 -47	-7%	-$5.22K	0.01%	191
2021 Q3	$65K	Buy	+645	New	+$67.3K	0.01%	211

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

Tarbox Family Office's IYW Position: Q1 2026 in Review

Tarbox Family Office held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,348 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #92.

Tarbox Family Office first reported a position in IYW in Q3 2021 and has held it in 9 quarters since. The position peaked at $269K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Tarbox Family Office held 1,348 shares of iShares US Technology ETF worth $245K as of Q1 2026.
Tarbox Family Office left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.04% of Tarbox Family Office's portfolio in Q1 2026, its #92 holding.
Tarbox Family Office first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 9 quarters since.
Tarbox Family Office's iShares US Technology ETF position peaked at $269K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.