Tidemark’s iShares US Technology ETF IYW Stock Holding History

Tidemark’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	$47.9K	Hold	190	–	–	0.01%	312
2026 Q1	$34.5K	Hold	190	–	–	0.01%	303
2025 Q4	$37.9K	Sell	190 -3	-2%	-$600	0.01%	273
2025 Q3	$37.8K	Hold	193	–	–	0.01%	283
2025 Q2	$33.4K	Sell	193 -108	-36%	-$16.4K	0.01%	289
2025 Q1	$42.3K	Buy	301 +108	+56%	+$16.8K	0.02%	269
2024 Q4	$30.8K	Hold	193	–	–	0.01%	300
2024 Q3	$29.3K	Sell	193 -150	-44%	-$22.1K	0.01%	296
2024 Q2	$51.6K	Buy	343 +3	+0.9%	+$415	0.02%	207
2024 Q1	$45.9K	Sell	340 -64	-16%	-$8.33K	0.03%	240
2023 Q4	$49.6K	Buy	+404	New	+$45.8K	0.03%	226

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

Tidemark's IYW Position: Q2 2026 in Review

Tidemark held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 190 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #312.

Tidemark first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.6K in Q2 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tidemark held 190 shares of iShares US Technology ETF worth $47.9K as of Q2 2026.
Tidemark left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #312 holding.
Tidemark first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's iShares US Technology ETF position peaked at $51.6K in Q2 2024.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.