Tilson Financial Group’s iShares US Technology ETF IYW Stock Holding History

Tilson Financial Group’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	$590K	Hold	2,338	–	–	0.16%	53
2026 Q1	$424K	Sell	2,338 -190	-8%	-$36.7K	0.13%	60
2025 Q4	$505K	Buy	2,528 +174	+7%	+$34.8K	0.16%	58
2025 Q3	$461K	Buy	2,354 +17	+0.7%	+$3.11K	0.15%	55
2025 Q2	$405K	Hold	2,337	–	–	0.15%	54
2025 Q1	$328K	Buy	2,337 +1	+0%	+$156	0.13%	59
2024 Q4	$373K	Hold	2,336	–	–	0.15%	57
2024 Q3	$354K	Buy	+2,336	New	+$344K	0.15%	56
2024 Q2	–	Sell	-2,335	Closed	-$315K	–	52
2024 Q1	$315K	Buy	2,335 +1	+0%	+$130	0.17%	56
2023 Q4	$287K	Buy	+2,334	New	+$264K	0.18%	54

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

Tilson Financial Group's IYW Position: Q2 2026 in Review

Tilson Financial Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,338 shares worth $590K. The position accounts for 0.16% of the portfolio, ranked #53.

Tilson Financial Group first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tilson Financial Group held 2,338 shares of iShares US Technology ETF worth $590K as of Q2 2026.
Tilson Financial Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.16% of Tilson Financial Group's portfolio in Q2 2026, its #53 holding.
Tilson Financial Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.