Chapin Davis’s iShares US Technology ETF IYW Stock Holding History

Chapin Davis’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	$1.44M	Sell	5,700 -19	-0.3%	-$4.36K	0.25%	70
2026 Q1	$1.04M	Hold	5,719	–	–	0.23%	92
2025 Q4	$1.14M	Hold	5,719	–	–	0.27%	77
2025 Q3	$1.12M	Hold	5,719	–	–	0.28%	81
2025 Q2	$991K	Buy	5,719 +1	+0%	+$152	0.27%	78
2025 Q1	$803K	Hold	5,718	–	–	0.27%	82
2024 Q4	$867K	Hold	5,718	–	–	0.28%	85
2024 Q3	$867K	Hold	5,718	–	–	0.28%	86
2024 Q2	$861K	Sell	5,718 -94	-2%	-$13K	0.29%	78
2024 Q1	$785K	Hold	5,812	–	–	0.29%	89
2023 Q4	$713K	Buy	5,812 +1	+0%	+$113	0.3%	84
2023 Q3	$610K	Sell	5,811 -27	-0.5%	-$2.94K	0.29%	84
2023 Q2	$636K	Buy	5,838 +10	+0.2%	+$982	0.3%	90
2023 Q1	$541K	Buy	5,828 +1	+0%	+$84	0.28%	100
2022 Q4	$434K	Buy	+5,827	New	+$446K	0.25%	103

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

Chapin Davis's IYW Position: Q2 2026 in Review

Chapin Davis reduced its iShares US Technology ETF (IYW) stake by 0.33% in Q2 2026, selling an estimated $4.36K and leaving 5,700 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #70.

Chapin Davis first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Chapin Davis held 5,700 shares of iShares US Technology ETF worth $1.44M as of Q2 2026.
Chapin Davis sold 19 iShares US Technology ETF shares in Q2 2026, an estimated $4.36K.
iShares US Technology ETF made up 0.25% of Chapin Davis's portfolio in Q2 2026, its #70 holding.
Chapin Davis first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.