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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,086	Closed	-$217K	–	500
2025 Q4	$217K	Sell	1,086 -267,138	-100%	-$53.4M	﹤0.01%	459
2025 Q3	$52.5M	Buy	268,224 +20,037	+8%	+$3.67M	0.2%	103
2025 Q2	$43M	Buy	248,187 +246,010	+11,300%	+$37.3M	0.18%	110
2025 Q1	$306K	Buy	2,177 +536	+33%	+$83.5K	﹤0.01%	1047
2024 Q4	$262K	Hold	1,641	–	–	﹤0.01%	1083
2024 Q3	$249K	Buy	+1,641	New	+$241K	﹤0.01%	907

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Kovitz Investment Group Partners's IYW Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,086 shares — an estimated $217K sold.

Kovitz Investment Group Partners first reported a position in IYW in Q3 2024 and held it in 6 quarters. The position peaked at $52.5M in Q3 2025. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Kovitz Investment Group Partners reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,086 iShares US Technology ETF shares in Q1 2026, an estimated $217K.
Kovitz Investment Group Partners first reported a position in iShares US Technology ETF in Q3 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares US Technology ETF position peaked at $52.5M in Q3 2025.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.