Chatterton & Associates
IYW icon

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
Q3 		$490K Buy
1,850
+201
+12% +$50.2K 0.22% 62
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chatterton & Associates's IYW Position: Q3 2026 in Review

Chatterton & Associates increased its iShares US Technology ETF (IYW) stake by 12% in Q3 2026, buying an estimated $50.2K and bringing the position to 1,850 shares worth $490K. The position accounts for 0.22% of the portfolio, ranked #62.

Chatterton & Associates first reported a position in IYW in Q4 2025 and has held it in 4 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Chatterton & Associates held 1,850 shares of iShares US Technology ETF worth $490K as of Q3 2026.
  • Chatterton & Associates bought 201 iShares US Technology ETF shares in Q3 2026, an estimated $50.2K.
  • iShares US Technology ETF made up 0.22% of Chatterton & Associates's portfolio in Q3 2026, its #62 holding.
  • Chatterton & Associates first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.