Thoroughbred Financial Services’s iShares US Technology ETF IYW Stock Holding History

Thoroughbred Financial Services’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	$638K	Buy	2,532 +211	+9%	+$48.5K	0.03%	372
2026 Q1	$421K	Sell	2,321 -20	-0.9%	-$3.87K	0.03%	427
2025 Q4	$467K	Sell	2,341 -8	-0.3%	-$1.6K	0.03%	396
2025 Q3	$460K	Buy	2,349 +256	+12%	+$46.8K	0.03%	397
2025 Q2	$362K	Sell	2,093 -3,055	-59%	-$463K	0.03%	427
2025 Q1	$722K	Sell	5,148 -1	-0%	-$156	0.05%	348
2024 Q4	$821K	Buy	5,149 +198	+4%	+$31.3K	0.05%	312
2024 Q3	$750K	Buy	4,951 +506	+11%	+$74.4K	0.05%	330
2024 Q2	$668K	Buy	+4,445	New	+$614K	0.04%	330
2024 Q1	–	Sell	-2,661	Closed	-$326K	–	545
2023 Q4	$326K	Buy	+2,661	New	+$301K	0.03%	454

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

Thoroughbred Financial Services's IYW Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares US Technology ETF (IYW) stake by 9.1% in Q2 2026, buying an estimated $48.5K and bringing the position to 2,532 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #372.

Thoroughbred Financial Services first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $821K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Thoroughbred Financial Services held 2,532 shares of iShares US Technology ETF worth $638K as of Q2 2026.
Thoroughbred Financial Services bought 211 iShares US Technology ETF shares in Q2 2026, an estimated $48.5K.
iShares US Technology ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #372 holding.
Thoroughbred Financial Services first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Thoroughbred Financial Services's iShares US Technology ETF position peaked at $821K in Q4 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.