TSA Wealth Management
IYW icon

TSA Wealth Management’s iShares US Technology ETF IYW Stock Holding History

TSA Wealth Management’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
Q3 		$4.37M Buy
16,507
+131
+0.8% +$32.7K 1.23% 22
2026
Q2 		$4.13M Sell
16,376
-1,767
-10% -$406K 1.17% 26
2026
Q1 		$3.29M Sell
18,143
-1,513
-8% -$292K 1.06% 25
2025
Q4 		$3.92M Buy
19,656
+403
+2% +$80.6K 1.3% 21
2025
Q3 		$3.77M Sell
19,253
-21,025
-52% -$3.85M 1.28% 20
2025
Q2 		$6.98M Sell
40,278
-5,194
-11% -$787K 2.55% 14
2025
Q1 		$6.39M Buy
45,472
+710
+2% +$111K 2.54% 15
2024
Q4 		$7.14M Sell
44,762
-1,873
-4% -$296K 2.91% 13
2024
Q3 		$7.07M Sell
46,635
-24
-0.1% -$3.53K 2.85% 13
2024
Q2 		$7.02M Sell
46,659
-1,163
-2% -$161K 2.99% 12
2024
Q1 		$6.46M Buy
47,822
+1,730
+4% +$225K 2.81% 13
2023
Q4 		$5.66M Buy
+46,092
New +$5.22M 2.64% 12

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

TSA Wealth Management's IYW Position: Q3 2026 in Review

TSA Wealth Management increased its iShares US Technology ETF (IYW) stake by 0.8% in Q3 2026, buying an estimated $32.7K and bringing the position to 16,507 shares worth $4.37M. The position accounts for 1.23% of the portfolio, ranked #22.

TSA Wealth Management first reported a position in IYW in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.14M in Q4 2024. 1,043 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • TSA Wealth Management held 16,507 shares of iShares US Technology ETF worth $4.37M as of Q3 2026.
  • TSA Wealth Management bought 131 iShares US Technology ETF shares in Q3 2026, an estimated $32.7K.
  • iShares US Technology ETF made up 1.23% of TSA Wealth Management's portfolio in Q3 2026, its #22 holding.
  • TSA Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 12 quarters since.
  • TSA Wealth Management's iShares US Technology ETF position peaked at $7.14M in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.