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 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

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

TSA Wealth Management's IYW Position: Q1 2026 in Review

TSA Wealth Management reduced its iShares US Technology ETF (IYW) stake by 7.7% in Q1 2026, selling an estimated $292K and leaving 18,143 shares worth $3.29M. The position accounts for 1.06% of the portfolio, ranked #25.

TSA Wealth Management first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.14M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

TSA Wealth Management held 18,143 shares of iShares US Technology ETF worth $3.29M as of Q1 2026.
TSA Wealth Management sold 1,513 iShares US Technology ETF shares in Q1 2026, an estimated $292K.
iShares US Technology ETF made up 1.06% of TSA Wealth Management's portfolio in Q1 2026, its #25 holding.
TSA Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
TSA Wealth Management's iShares US Technology ETF position peaked at $7.14M in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.