TS Financial Group (TSFG)’s iShares US Technology ETF IYW Stock Holding History

TS Financial Group (TSFG)’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	$30K	Hold	164	–	–	﹤0.01%	418
2025 Q4	$33K	Sell	164 -58	-26%	-$11.6K	﹤0.01%	405
2025 Q3	$43K	Hold	222	–	–	0.01%	361
2025 Q2	$38K	Buy	222 +58	+35%	+$8.79K	0.01%	374
2025 Q1	$23K	Hold	164	–	–	﹤0.01%	430
2024 Q4	$26K	Buy	164 +4	+3%	+$633	0.01%	369
2024 Q3	$24K	Hold	160	–	–	0.01%	379
2024 Q2	$24K	Hold	160	–	–	0.01%	361
2024 Q1	$22K	Hold	160	–	–	0.01%	364
2023 Q4	$20K	Hold	160	–	–	0.01%	395
2023 Q3	$17K	Hold	160	–	–	0.01%	434
2023 Q2	$17K	Hold	160	–	–	0.01%	433
2023 Q1	$15K	Hold	160	–	–	0.01%	446
2022 Q4	$12K	Hold	160	–	–	﹤0.01%	498
2022 Q3	$12K	Hold	160	–	–	0.01%	479
2022 Q2	$13K	Hold	160	–	–	0.01%	483
2022 Q1	$16K	Hold	160	–	–	0.01%	458
2021 Q4	$18K	Hold	160	–	–	0.01%	453
2021 Q3	$16K	Hold	160	–	–	0.01%	469
2021 Q2	$16K	Hold	160	–	–	0.01%	467
2021 Q1	$14K	Hold	160	–	–	0.01%	426
2020 Q4	$14K	Hold	160	–	–	0.01%	432
2020 Q3	$12K	Hold	160	–	–	0.01%	409
2020 Q2	$11K	Hold	160	–	–	0.01%	410
2020 Q1	$8K	Hold	160	–	–	0.01%	415
2019 Q4	$9K	Hold	160	–	–	0.01%	442
2019 Q3	$8K	Hold	160	–	–	0.01%	449
2019 Q2	$8K	Hold	160	–	–	0.01%	434
2019 Q1	$8K	Buy	+160	New	+$7.11K	0.01%	418

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

TS Financial Group (TSFG)'s IYW Position: Q1 2026 in Review

TS Financial Group (TSFG) held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 164 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

TS Financial Group (TSFG) first reported a position in IYW in Q1 2019 and has held it in 29 quarters since. The position peaked at $43K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

TS Financial Group (TSFG) held 164 shares of iShares US Technology ETF worth $30K as of Q1 2026.
TS Financial Group (TSFG) left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #418 holding.
TS Financial Group (TSFG) first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 29 quarters since.
TS Financial Group (TSFG)'s iShares US Technology ETF position peaked at $43K in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.