Choate Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Choate Investment Advisors’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	$1.25M	Hold	4,950	–	–	0.02%	222
2026 Q1	$898K	Hold	4,950	–	–	0.02%	246
2025 Q4	$988K	Hold	4,950	–	–	0.02%	235
2025 Q3	$970K	Hold	4,950	–	–	0.02%	209
2025 Q2	$858K	Hold	4,950	–	–	0.02%	210
2025 Q1	$695K	Hold	4,950	–	–	0.02%	227
2024 Q4	$790K	Hold	4,950	–	–	0.02%	217
2024 Q3	$751K	Hold	4,950	–	–	0.02%	222
2024 Q2	$745K	Hold	4,950	–	–	0.02%	215
2024 Q1	$669K	Sell	4,950 -1,284	-21%	-$167K	0.02%	240
2023 Q4	$765K	Hold	6,234	–	–	0.02%	212
2023 Q3	$654K	Sell	6,234 -2,241	-26%	-$244K	0.03%	213
2023 Q2	$923K	Hold	8,475	–	–	0.04%	146
2023 Q1	$787K	Hold	8,475	–	–	0.04%	143
2022 Q4	$631K	Hold	8,475	–	–	0.04%	160
2022 Q3	$622K	Sell	8,475 -585	-6%	-$49.6K	0.04%	140
2022 Q2	$725K	Hold	9,060	–	–	0.04%	138
2022 Q1	$933K	Hold	9,060	–	–	0.05%	147
2021 Q4	$1.04M	Hold	9,060	–	–	0.06%	134
2021 Q3	$918K	Hold	9,060	–	–	0.06%	133
2021 Q2	$900K	Hold	9,060	–	–	0.05%	136
2021 Q1	$794K	Hold	9,060	–	–	0.05%	142
2020 Q4	$770K	Hold	9,060	–	–	0.05%	134
2020 Q3	$682K	Hold	9,060	–	–	0.04%	136
2020 Q2	$611K	Hold	9,060	–	–	0.04%	136
2020 Q1	$463K	Hold	9,060	–	–	0.04%	153
2019 Q4	$527K	Hold	9,060	–	–	0.03%	156
2019 Q3	$463K	Hold	9,060	–	–	0.03%	163
2019 Q2	$448K	Hold	9,060	–	–	0.03%	168
2019 Q1	$432K	Buy	9,060 +6,000	+196%	+$267K	0.03%	173
2018 Q4	$122K	Buy	+3,060	New	+$133K	0.01%	222
2018 Q3	–	Sell	-6,000	Closed	-$267K	–	214
2018 Q2	$267K	Sell	6,000 -1,776	-23%	-$78.5K	0.02%	199
2018 Q1	$327K	Hold	7,776	–	–	0.02%	196
2017 Q4	$316K	Hold	7,776	–	–	0.02%	201
2017 Q3	$291K	Hold	7,776	–	–	0.02%	210
2017 Q2	$272K	Hold	7,776	–	–	0.02%	213
2017 Q1	$263K	Hold	7,776	–	–	0.02%	222
2016 Q4	$234K	Hold	7,776	–	–	0.01%	222
2016 Q3	$231K	Hold	7,776	–	–	0.02%	219
2016 Q2	$205K	Hold	7,776	–	–	0.01%	225
2016 Q1	$211K	Buy	+7,776	New	+$196K	0.01%	238
2015 Q1	–	Sell	-6,000	Closed	-$157K	–	268
2014 Q4	$157K	Buy	+6,000	New	+$153K	0.01%	254
2014 Q3	–	Sell	-6,000	Closed	-$145K	–	283
2014 Q2	$145K	Hold	6,000	–	–	0.01%	262
2014 Q1	$137K	Buy	+6,000	New	+$134K	0.01%	265

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Choate Investment Advisors's IYW Position: Q2 2026 in Review

Choate Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4,950 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #222.

Choate Investment Advisors first reported a position in IYW in Q1 2014 and has held it in 44 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Choate Investment Advisors held 4,950 shares of iShares US Technology ETF worth $1.25M as of Q2 2026.
Choate Investment Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #222 holding.
Choate Investment Advisors first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 44 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.