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

Chesley Taft & 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	$2.12M	Sell	8,421 -130	-2%	-$29.9K	0.08%	158
2026 Q1	$1.55M	Sell	8,551 -55	-0.6%	-$10.6K	0.06%	183
2025 Q4	$1.72M	Sell	8,606 -954	-10%	-$191K	0.07%	172
2025 Q3	$1.87M	Sell	9,560 -40	-0.4%	-$7.32K	0.08%	159
2025 Q2	$1.66M	Hold	9,600	–	–	0.07%	164
2025 Q1	$1.35M	Hold	9,600	–	–	0.07%	176
2024 Q4	$1.53M	Hold	9,600	–	–	0.07%	166
2024 Q3	$1.46M	Hold	9,600	–	–	0.07%	164
2024 Q2	$1.44M	Hold	9,600	–	–	0.07%	159
2024 Q1	$1.3M	Hold	9,600	–	–	0.07%	168
2023 Q4	$1.18M	Hold	9,600	–	–	0.07%	174
2023 Q3	$1.01M	Hold	9,600	–	–	0.07%	175
2023 Q2	$1.05M	Hold	9,600	–	–	0.06%	174
2023 Q1	$891K	Sell	9,600 -200	-2%	-$16.8K	0.06%	184
2022 Q4	$730K	Buy	9,800 +1,600	+20%	+$122K	0.05%	194
2022 Q3	$602K	Hold	8,200	–	–	0.04%	201
2022 Q2	$656K	Sell	8,200 -200	-2%	-$17.7K	0.04%	205
2022 Q1	$801K	Hold	8,400	–	–	0.05%	199
2021 Q4	$964K	Hold	8,400	–	–	0.05%	187
2021 Q3	$851K	Hold	8,400	–	–	0.05%	191
2021 Q2	$835K	Hold	8,400	–	–	0.05%	190
2021 Q1	$769K	Hold	8,400	–	–	0.05%	188
2020 Q4	$715K	Sell	8,400 -100	-1%	-$7.99K	0.05%	185
2020 Q3	$640K	Sell	8,500 -100	-1%	-$7.3K	0.05%	186
2020 Q2	$580K	Hold	8,600	–	–	0.04%	187
2020 Q1	$439K	Hold	8,600	–	–	0.04%	192
2019 Q4	$500K	Hold	8,600	–	–	0.04%	207
2019 Q3	$439K	Hold	8,600	–	–	0.03%	210
2019 Q2	$425K	Sell	8,600 -100	-1%	-$4.89K	0.03%	213
2019 Q1	$415K	Hold	8,700	–	–	0.03%	219
2018 Q4	$348K	Sell	8,700 -300	-3%	-$13K	0.03%	225
2018 Q3	$437K	Sell	9,000 -200	-2%	-$9.45K	0.03%	225
2018 Q2	$410K	Hold	9,200	–	–	0.04%	223
2018 Q1	$387K	Hold	9,200	–	–	0.03%	225
2017 Q4	$374K	Sell	9,200 -200	-2%	-$8.01K	0.03%	241
2017 Q3	$352K	Hold	9,400	–	–	0.03%	241
2017 Q2	$328K	Hold	9,400	–	–	0.03%	243
2017 Q1	$318K	Hold	9,400	–	–	0.03%	239
2016 Q4	$283K	Hold	9,400	–	–	0.03%	245
2016 Q3	$280K	Hold	9,400	–	–	0.03%	233
2016 Q2	$247K	Hold	9,400	–	–	0.03%	231
2016 Q1	$255K	Sell	9,400 -600	-6%	-$15.2K	0.03%	222
2015 Q4	$268K	Hold	10,000	–	–	0.03%	228
2015 Q3	$247K	Sell	10,000 -800	-7%	-$20.7K	0.03%	206
2015 Q2	$283K	Hold	10,800	–	–	0.03%	205
2015 Q1	$283K	Hold	10,800	–	–	0.03%	209
2014 Q4	$282K	Hold	10,800	–	–	0.03%	211
2014 Q3	$272K	Buy	10,800 +2,400	+29%	+$60K	0.03%	214
2014 Q2	$203K	Buy	+8,400	New	+$194K	0.02%	243

Other funds holding IYW

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Chesley Taft & Associates's IYW Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $29.9K and leaving 8,421 shares worth $2.12M. The position accounts for 0.08% of the portfolio, ranked #158.

Chesley Taft & Associates first reported a position in IYW in Q2 2014 and has held it in 49 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Chesley Taft & Associates held 8,421 shares of iShares US Technology ETF worth $2.12M as of Q2 2026.
Chesley Taft & Associates sold 130 iShares US Technology ETF shares in Q2 2026, an estimated $29.9K.
iShares US Technology ETF made up 0.08% of Chesley Taft & Associates's portfolio in Q2 2026, its #158 holding.
Chesley Taft & Associates first reported a position in iShares US Technology ETF in Q2 2014 and has held it in 49 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.