3Chopt Investment Partners’s iShares US Technology ETF IYW Stock Holding History

3Chopt Investment Partners’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	$457K	Hold	1,810	–	–	0.09%	166
2026 Q1	$328K	Hold	1,810	–	–	0.08%	166
2025 Q4	$361K	Hold	1,810	–	–	0.08%	168
2025 Q3	$355K	Hold	1,810	–	–	0.08%	168
2025 Q2	$314K	Sell	1,810 -936	-34%	-$142K	0.08%	179
2025 Q1	$386K	Buy	+2,746	New	+$428K	0.1%	153
2024 Q3	–	Sell	-2,750	Closed	-$414K	–	121
2024 Q2	$414K	Buy	+2,750	New	+$380K	0.13%	132
2024 Q1	–	Sell	-2,750	Closed	-$338K	–	112
2023 Q4	$338K	Buy	+2,750	New	+$312K	0.12%	136

Other funds holding IYW

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

3Chopt Investment Partners's IYW Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,810 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #166.

3Chopt Investment Partners first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

3Chopt Investment Partners held 1,810 shares of iShares US Technology ETF worth $457K as of Q2 2026.
3Chopt Investment Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.09% of 3Chopt Investment Partners's portfolio in Q2 2026, its #166 holding.
3Chopt Investment Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.