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Chicago Partners Investment Group’s iShares US Technology ETF IYW Stock Holding History

Chicago Partners Investment Group’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 		$554K Sell
2,323
-35
-1% -$8.04K 0.01% 934
2026
Q1 		$505K Buy
2,358
+3
+0.1% +$580 0.01% 882
2025
Q4 		$470K Sell
2,355
-72
-3% -$14.4K 0.01% 801
2025
Q3 		$508K Buy
2,427
+1
+0% +$183 0.01% 696
2025
Q2 		$433K Sell
2,426
-172
-7% -$26.1K 0.01% 659
2025
Q1 		$381K Sell
2,598
-128
-5% -$19.9K 0.01% 607
2024
Q4 		$439K Buy
2,726
+439
+19% +$69.5K 0.01% 544
2024
Q3 		$352K Buy
2,287
+2
+0.1% +$294 0.01% 580
2024
Q2 		$323K Sell
2,285
-2
-0.1% -$276 0.01% 570
2024
Q1 		$294K Buy
2,287
+170
+8% +$22.1K 0.01% 576
2023
Q4 		$275K Buy
2,117
+2
+0.1% +$227 0.01% 564
2023
Q3 		$223K Sell
2,115
-13
-0.6% -$1.41K 0.01% 577
2023
Q2 		$235K Buy
+2,128
New +$209K 0.01% 589
2022
Q3 		– Sell
-2,498
Closed -$223K – 609
2022
Q2 		$223K Buy
2,498
+2
+0.1% +$177 0.02% 517
2022
Q1 		$208K Sell
2,496
-1,470
-37% -$150K 0.02% 511
2021
Q4 		$399K Hold
3,966
– – 0.03% 375
2021
Q3 		$446K Buy
3,966
+32
+0.8% +$3.34K 0.03% 357
2021
Q2 		$409K Buy
3,934
+3
+0.1% +$280 0.03% 358
2021
Q1 		$373K Buy
3,931
+150
+4% +$13.1K 0.03% 354
2020
Q4 		$335K Sell
3,781
-111
-3% -$8.87K 0.03% 344
2020
Q3 		$290K Buy
3,892
+4
+0.1% +$292 0.03% 321
2020
Q2 		$269K Sell
3,888
-1,656
-30% -$100K 0.03% 309
2020
Q1 		$317K Buy
5,544
+1,656
+43% +$96K 0.05% 244
2019
Q4 		$239K Sell
3,888
-208
-5% -$11.3K 0.03% 315
2019
Q3 		$213K Buy
4,096
+8
+0.2% +$407 0.03% 311
2019
Q2 		$212K Buy
4,088
+8
+0.2% +$391 0.03% 298
2019
Q1 		$205K Sell
4,080
-1,532
-27% -$68.1K 0.03% 299
2018
Q4 		$232K Buy
5,612
+3,244
+137% +$140K 0.03% 284
2018
Q3 		$101K Buy
2,368
+1,148
+94% +$54.3K 0.02% 415
2018
Q2 		$54K Buy
+1,220
New +$54K 0.01% 473

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Chicago Partners Investment Group's IYW Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $8.04K and leaving 2,323 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #934.

Chicago Partners Investment Group first reported a position in IYW in Q2 2018 and has held it in 30 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Chicago Partners Investment Group held 2,323 shares of iShares US Technology ETF worth $554K as of Q2 2026.
  • Chicago Partners Investment Group sold 35 iShares US Technology ETF shares in Q2 2026, an estimated $8.04K.
  • iShares US Technology ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #934 holding.
  • Chicago Partners Investment Group first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 30 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.