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 Q2	$340K	Hold	1,348	–	–	0.05%	85
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 $1.89T 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

Tarbox Family Office's IYW Position: Q2 2026 in Review

Tarbox Family Office held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,348 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #85.

Tarbox Family Office first reported a position in IYW in Q3 2021 and has held it in 10 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tarbox Family Office held 1,348 shares of iShares US Technology ETF worth $340K as of Q2 2026.
Tarbox Family Office left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Tarbox Family Office's portfolio in Q2 2026, its #85 holding.
Tarbox Family Office first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 10 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.