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Chatterton & Associates’s iShares US Technology ETF IYW Stock Holding History

Chatterton & Associates’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 		$411K Buy
1,649
+148
+10% +$34K 0.24% 62
2026
Q1 		$291K Buy
1,501
+399
+36% +$77.1K 0.2% 75
2025
Q4 		$220K Buy
+1,102
New +$220K 0.19% 77

Other funds holding IYW

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
Commonwealth Equity Services
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Chatterton & Associates's IYW Position: Q2 2026 in Review

Chatterton & Associates increased its iShares US Technology ETF (IYW) stake by 9.9% in Q2 2026, buying an estimated $34K and bringing the position to 1,649 shares worth $411K. The position accounts for 0.24% of the portfolio, ranked #62.

Chatterton & Associates first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Chatterton & Associates held 1,649 shares of iShares US Technology ETF worth $411K as of Q2 2026.
  • Chatterton & Associates bought 148 iShares US Technology ETF shares in Q2 2026, an estimated $34K.
  • iShares US Technology ETF made up 0.24% of Chatterton & Associates's portfolio in Q2 2026, its #62 holding.
  • Chatterton & Associates first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.