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Charter Oak Capital Management’s iShares US Technology ETF IYW Stock Holding History

Charter Oak Capital 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 		$1.45M Buy
7,997
+8
+0.1% +$1.55K 0.11% 63
2025
Q4 		$1.6M Sell
7,989
-1,054
-12% -$211K 0.12% 59
2025
Q3 		$1.77M Sell
9,043
-241
-3% -$44.1K 0.14% 51
2025
Q2 		$1.61M Sell
9,284
-51
-0.5% -$7.73K 0.14% 53
2025
Q1 		$1.31M Sell
9,335
-494
-5% -$76.9K 0.12% 57
2024
Q4 		$1.57M Sell
9,829
-68
-0.7% -$10.8K 0.15% 50
2024
Q3 		$1.5M Sell
9,897
-73
-0.7% -$10.7K 0.14% 54
2024
Q2 		$1.5M Sell
9,970
-383
-4% -$52.9K 0.16% 49
2024
Q1 		$1.4M Sell
10,353
-213
-2% -$27.7K 0.15% 56
2023
Q4 		$1.3M Buy
10,566
+338
+3% +$38.3K 0.15% 54
2023
Q3 		$1.07M Sell
10,228
-522
-5% -$56.8K 0.14% 61
2023
Q2 		$1.17M Buy
10,750
+821
+8% +$80.6K 0.15% 61
2023
Q1 		$921K Buy
9,929
+3,180
+47% +$267K 0.13% 69
2022
Q4 		$503K Sell
6,749
-4,363
-39% -$334K 0.08% 97
2022
Q3 		$815K Sell
11,112
-4,576
-29% -$388K 0.13% 69
2022
Q2 		$1.25M Buy
15,688
+3,644
+30% +$323K 0.17% 56
2022
Q1 		$1.24M Sell
12,044
-129
-1% -$13.2K 0.15% 61
2021
Q4 		$1.4M Sell
12,173
-275
-2% -$30.5K 0.16% 57
2021
Q3 		$1.26M Sell
12,448
-440
-3% -$45.9K 0.16% 60
2021
Q2 		$1.28M Buy
12,888
+988
+8% +$92.1K 0.16% 59
2021
Q1 		$1.04M Buy
11,900
+1,098
+10% +$96.2K 0.15% 66
2020
Q4 		$919K Buy
+10,802
New +$863K 0.14% 67

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Charter Oak Capital Management's IYW Position: Q1 2026 in Review

Charter Oak Capital Management increased its iShares US Technology ETF (IYW) stake by 0.1% in Q1 2026, buying an estimated $1.55K and bringing the position to 7,997 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #63.

Charter Oak Capital Management first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.77M in Q3 2025. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Charter Oak Capital Management held 7,997 shares of iShares US Technology ETF worth $1.45M as of Q1 2026.
  • Charter Oak Capital Management bought 8 iShares US Technology ETF shares in Q1 2026, an estimated $1.55K.
  • iShares US Technology ETF made up 0.11% of Charter Oak Capital Management's portfolio in Q1 2026, its #63 holding.
  • Charter Oak Capital Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares US Technology ETF position peaked at $1.77M in Q3 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.