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

Kovitz Investment Group Partners’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$43M Buy
248,187
+246,010
+11,300% +$42.6M 0.18% 110
2025
Q1 		$306K Buy
2,177
+536
+33% +$75.3K ﹤0.01% 1040
2024
Q4 		$262K Hold
1,641
– – ﹤0.01% 1076
2024
Q3 		$249K Buy
+1,641
New +$249K ﹤0.01% 904