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
2026 Q2	$166K	Hold	657	–	–	0.04%	180
2026 Q1	$119K	Sell	657 -249	-27%	-$48.1K	0.04%	163
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 $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Tucker Asset Management's IYW Position: Q2 2026 in Review

Tucker Asset Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 657 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #180.

Tucker Asset Management first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $184K in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tucker Asset Management held 657 shares of iShares US Technology ETF worth $166K as of Q2 2026.
Tucker Asset Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Tucker Asset Management's portfolio in Q2 2026, its #180 holding.
Tucker Asset Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
Tucker Asset Management's iShares US Technology ETF position peaked at $184K in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.