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IYW icon

Choreo LLC’s iShares US Technology ETF IYW Stock Holding History

Choreo LLC’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 		$2.86M Sell
15,746
-399
-2% -$77.1K 0.04% 313
2025
Q4 		$3.25M Sell
16,145
-1,509
-9% -$302K 0.04% 265
2025
Q3 		$3.46M Sell
17,654
-818
-4% -$150K 0.05% 255
2025
Q2 		$3.2M Sell
18,472
-9,426
-34% -$1.43M 0.04% 261
2025
Q1 		$3.92M Sell
27,898
-1,391
-5% -$217K 0.06% 218
2024
Q4 		$4.68M Sell
29,289
-1,538
-5% -$243K 0.07% 199
2024
Q3 		$4.57M Sell
30,827
-674
-2% -$99.1K 0.07% 200
2024
Q2 		$4.79M Buy
31,501
+1,451
+5% +$201K 0.08% 165
2024
Q1 		$4.06M Buy
30,050
+311
+1% +$40.5K 0.1% 118
2023
Q4 		$3.65M Buy
29,739
+2,994
+11% +$339K 0.1% 124
2023
Q3 		$2.81M Sell
26,745
-17,496
-40% -$1.9M 0.1% 113
2023
Q2 		$4.82M Buy
44,241
+744
+2% +$73.1K 0.16% 85
2023
Q1 		$4.04M Buy
+43,497
New +$3.65M 0.14% 101
2021
Q4 		– Sell
-2,777
Closed -$281K – 234
2021
Q3 		$281K Buy
2,777
+96
+4% +$10K 0.02% 176
2021
Q2 		$266K Buy
2,681
+4
+0.1% +$373 0.01% 186
2021
Q1 		$235K Hold
2,677
– – 0.02% 179
2020
Q4 		$228K Buy
+2,677
New +$214K 0.02% 181
2020
Q1 		– Sell
-9,192
Closed -$534K – 191
2019
Q4 		$534K Buy
9,192
+4
+0% +$218 0.05% 115
2019
Q3 		$469K Hold
9,188
– – 0.05% 114
2019
Q2 		$455K Sell
9,188
-672
-7% -$32.9K 0.05% 123
2019
Q1 		$470K Hold
9,860
– – 0.06% 117
2018
Q4 		$394K Hold
9,860
– – 0.06% 119
2018
Q3 		$479K Sell
9,860
-8,420
-46% -$398K 0.06% 124
2018
Q2 		$816K Buy
18,280
+4,460
+32% +$197K 0.11% 96
2018
Q1 		$581K Buy
13,820
+4,540
+49% +$195K 0.07% 139
2017
Q4 		$378K Buy
+9,280
New +$372K 0.05% 195

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

Choreo LLC's IYW Position: Q1 2026 in Review

Choreo LLC reduced its iShares US Technology ETF (IYW) stake by 2.5% in Q1 2026, selling an estimated $77.1K and leaving 15,746 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #313.

Choreo LLC first reported a position in IYW in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.82M in Q2 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Choreo LLC held 15,746 shares of iShares US Technology ETF worth $2.86M as of Q1 2026.
  • Choreo LLC sold 399 iShares US Technology ETF shares in Q1 2026, an estimated $77.1K.
  • iShares US Technology ETF made up 0.04% of Choreo LLC's portfolio in Q1 2026, its #313 holding.
  • Choreo LLC first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 26 quarters since.
  • Choreo LLC's iShares US Technology ETF position peaked at $4.82M in Q2 2023.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.