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Cheviot Value Management’s iShares US Technology ETF IYW Stock Holding History

Cheviot Value 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 		$99.8K Sell
550
-200
-27% -$38.6K 0.01% 160
2025
Q4 		$154K Hold
750
– – 0.02% 144
2025
Q3 		$157K Hold
750
– – 0.02% 146
2025
Q2 		$138K Hold
750
– – 0.02% 133
2025
Q1 		$110K Buy
+750
New +$117K 0.01% 145

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Cheviot Value Management's IYW Position: Q1 2026 in Review

Cheviot Value Management reduced its iShares US Technology ETF (IYW) stake by 27% in Q1 2026, selling an estimated $38.6K and leaving 550 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #160.

Cheviot Value Management first reported a position in IYW in Q1 2025 and has held it in 5 quarters since. The position peaked at $157K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Cheviot Value Management held 550 shares of iShares US Technology ETF worth $99.8K as of Q1 2026.
  • Cheviot Value Management sold 200 iShares US Technology ETF shares in Q1 2026, an estimated $38.6K.
  • iShares US Technology ETF made up 0.01% of Cheviot Value Management's portfolio in Q1 2026, its #160 holding.
  • Cheviot Value Management first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's iShares US Technology ETF position peaked at $157K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.