TBH Global Asset Management’s iShares US Technology ETF IYW Stock Holding History

TBH Global 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 Q1	$567K	Sell	3,128 -86,462	-97%	-$16.7M	0.11%	154
2025 Q4	$10M	Buy	89,590 +86,340	+2,657%	+$17.3M	1.67%	14
2025 Q3	$637K	Buy	+3,250	New	+$595K	0.12%	148
2025 Q1	–	Sell	-3,092	Closed	-$493K	–	198
2024 Q4	$493K	Hold	3,092	–	–	0.12%	146
2024 Q3	$469K	Hold	3,092	–	–	0.1%	163
2024 Q2	$465K	Hold	3,092	–	–	0.1%	156
2024 Q1	$418K	Hold	3,092	–	–	0.08%	174
2023 Q4	$380K	Sell	3,092 -71	-2%	-$8.04K	0.08%	178
2023 Q3	$332K	Buy	3,163 +55	+2%	+$5.98K	0.06%	195
2023 Q2	$338K	Buy	3,108 +16	+0.5%	+$1.57K	0.07%	183
2023 Q1	$287K	Buy	+3,092	New	+$259K	0.06%	187

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

TBH Global Asset Management's IYW Position: Q1 2026 in Review

TBH Global Asset Management reduced its iShares US Technology ETF (IYW) stake by 97% in Q1 2026, selling an estimated $16.7M and leaving 3,128 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #154.

TBH Global Asset Management first reported a position in IYW in Q1 2023 and has held it in 11 quarters since. The position peaked at $10M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

TBH Global Asset Management held 3,128 shares of iShares US Technology ETF worth $567K as of Q1 2026.
TBH Global Asset Management sold 86,462 iShares US Technology ETF shares in Q1 2026, an estimated $16.7M.
iShares US Technology ETF made up 0.11% of TBH Global Asset Management's portfolio in Q1 2026, its #154 holding.
TBH Global Asset Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 11 quarters since.
TBH Global Asset Management's iShares US Technology ETF position peaked at $10M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.