Tucker Asset Management’s iShares US Technology ETF IYW Stock Holding History

Tucker Asset 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
2025 Q4	$181K	Sell	906 -3	-0.3%	-$600	0.05%	126
2025 Q3	$178K	Sell	909 -152	-14%	-$27.8K	0.05%	121
2025 Q2	$184K	Buy	1,061 +870	+455%	+$132K	0.06%	114
2025 Q1	$26.8K	Sell	191 -6	-3%	-$935	0.01%	192
2024 Q4	$31.4K	Sell	197 -81	-29%	-$12.8K	﹤0.01%	451
2024 Q3	$42.1K	Sell	278 -876	-76%	-$129K	0.01%	364
2024 Q2	$174K	Sell	1,154 -143	-11%	-$19.8K	0.04%	176
2024 Q1	$175K	Buy	1,297 +1,241	+2,216%	+$162K	0.04%	189
2023 Q4	$6.87K	Hold	56	–	–	﹤0.01%	804
2023 Q3	$5.88K	Sell	56 -261	-82%	-$28.4K	﹤0.01%	789
2023 Q2	$34.5K	Buy	317 +235	+287%	+$23.1K	0.01%	317
2023 Q1	$7.61K	Buy	+82	New	+$6.88K	﹤0.01%	609

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tucker Asset Management's IYW Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares US Technology ETF (IYW) stake by 0.33% in Q4 2025, selling an estimated $600 and leaving 906 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #126.

Tucker Asset Management first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. The position peaked at $184K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Tucker Asset Management held 906 shares of iShares US Technology ETF worth $181K as of Q4 2025.
Tucker Asset Management sold 3 iShares US Technology ETF shares in Q4 2025, an estimated $600.
iShares US Technology ETF made up 0.05% of Tucker Asset Management's portfolio in Q4 2025, its #126 holding.
Tucker Asset Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
Tucker Asset Management's iShares US Technology ETF position peaked at $184K in Q2 2025.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.