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TFB Advisors’s iShares US Technology ETF IYW Stock Holding History

TFB Advisors’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 		– Sell
-2,405
Closed -$480K – 262
2025
Q4 		$480K Sell
2,405
-4
-0.2% -$800 0.13% 167
2025
Q3 		$469K Buy
2,409
+27
+1% +$4.94K 0.14% 168
2025
Q2 		$413K Sell
2,382
-40
-2% -$6.06K 0.11% 211
2025
Q1 		$340K Sell
2,422
-7
-0.3% -$1.09K 0.1% 225
2024
Q4 		$387K Buy
2,429
+119
+5% +$18.8K 0.11% 205
2024
Q3 		$350K Buy
2,310
+45
+2% +$6.62K 0.1% 216
2024
Q2 		$341K Hold
2,265
– – 0.11% 200
2024
Q1 		$288K Buy
2,265
+103
+5% +$13.4K 0.1% 210
2023
Q4 		$265K Buy
+2,162
New +$245K 0.14% 135
2023
Q3 		– Sell
-2,237
Closed -$244K – 169
2023
Q2 		$244K Buy
+2,237
New +$220K 0.11% 201

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

TFB Advisors's IYW Position: Q1 2026 in Review

TFB Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 2,405 shares — an estimated $480K sold.

TFB Advisors first reported a position in IYW in Q2 2023 and held it in 10 quarters. The position peaked at $480K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • TFB Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 2,405 iShares US Technology ETF shares in Q1 2026, an estimated $480K.
  • TFB Advisors first reported a position in iShares US Technology ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares US Technology ETF position peaked at $480K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.