Thoma Capital Management’s iShares US Technology ETF IYW Stock Holding History

Thoma Capital 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 Q2	–	Sell	-1,522	Closed	-$276K	–	58
2026 Q1	$276K	Buy	1,522 +8	+0.5%	+$1.55K	0.16%	49
2025 Q4	$302K	Sell	1,514 -227	-13%	-$45.4K	0.17%	53
2025 Q3	$341K	Hold	1,741	–	–	0.2%	51
2025 Q2	$302K	Hold	1,741	–	–	0.19%	54
2025 Q1	$245K	Buy	1,741 +37	+2%	+$5.76K	0.17%	58
2024 Q4	$272K	Buy	+1,704	New	+$270K	0.19%	60

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Thoma Capital Management's IYW Position: Q2 2026 in Review

Thoma Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 1,522 shares — an estimated $276K sold.

Thoma Capital Management first reported a position in IYW in Q4 2024 and held it in 6 quarters. The position peaked at $341K in Q3 2025. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Thoma Capital Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Thoma Capital Management sold 1,522 iShares US Technology ETF shares in Q2 2026, an estimated $276K.
Thoma Capital Management first reported a position in iShares US Technology ETF in Q4 2024 and held it in 6 quarters.
Thoma Capital Management's iShares US Technology ETF position peaked at $341K in Q3 2025.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.