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 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 $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Tilson Financial Group's IYW Position: Q1 2026 in Review

Tilson Financial Group reduced its iShares US Technology ETF (IYW) stake by 7.5% in Q1 2026, selling an estimated $36.7K and leaving 2,338 shares worth $424K. The position accounts for 0.13% of the portfolio, ranked #60.

Tilson Financial Group first reported a position in IYW in Q4 2023 and has held it in 9 quarters since. The position peaked at $505K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Tilson Financial Group held 2,338 shares of iShares US Technology ETF worth $424K as of Q1 2026.
Tilson Financial Group sold 190 iShares US Technology ETF shares in Q1 2026, an estimated $36.7K.
iShares US Technology ETF made up 0.13% of Tilson Financial Group's portfolio in Q1 2026, its #60 holding.
Tilson Financial Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 9 quarters since.
Tilson Financial Group's iShares US Technology ETF position peaked at $505K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.