Tiller Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Tiller Private Wealth’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	$487K	Sell	1,931 -30	-2%	-$6.89K	0.15%	34
2026 Q1	$356K	Buy	1,961 +8	+0.4%	+$1.55K	0.13%	40
2025 Q4	$390K	Buy	1,953 +60	+3%	+$12K	0.14%	36
2025 Q3	$371K	Sell	1,893 -90	-5%	-$16.5K	0.13%	40
2025 Q2	$344K	Buy	1,983 +218	+12%	+$33K	0.13%	37
2025 Q1	$248K	Sell	1,765 -75	-4%	-$11.7K	0.1%	48
2024 Q4	$294K	Hold	1,840	–	–	0.12%	45
2024 Q3	$279K	Buy	+1,840	New	+$271K	0.12%	45
2023 Q4	–	Sell	-1,930	Closed	-$202K	–	45
2023 Q3	$202K	Hold	1,930	–	–	0.11%	44
2023 Q2	$210K	Buy	+1,930	New	+$190K	0.11%	44

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

Tiller Private Wealth's IYW Position: Q2 2026 in Review

Tiller Private Wealth reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $6.89K and leaving 1,931 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #34.

Tiller Private Wealth first reported a position in IYW in Q2 2023 and has held it in 10 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tiller Private Wealth held 1,931 shares of iShares US Technology ETF worth $487K as of Q2 2026.
Tiller Private Wealth sold 30 iShares US Technology ETF shares in Q2 2026, an estimated $6.89K.
iShares US Technology ETF made up 0.15% of Tiller Private Wealth's portfolio in Q2 2026, its #34 holding.
Tiller Private Wealth first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 10 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.