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

Partners Capital 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
2025 Q3	–	Sell	-13,367	Closed	-$2.32M	–	164
2025 Q2	$2.32M	Sell	13,367 -92,446	-87%	-$14M	0.09%	92
2025 Q1	$14.9M	Buy	105,813 +17,005	+19%	+$2.65M	0.25%	49
2024 Q4	$14.2M	Sell	88,808 -16,989	-16%	-$2.69M	0.39%	36
2024 Q3	$16M	Buy	105,797 +9,828	+10%	+$1.45M	0.26%	48
2024 Q2	$14.5M	Buy	95,969 +7,161	+8%	+$990K	0.24%	45
2024 Q1	$12M	Buy	+88,808	New	+$11.6M	0.32%	45

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Partners Capital Investment Group's IYW Position: Q3 2025 in Review

Partners Capital Investment Group sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 13,367 shares — an estimated $2.32M sold.

Partners Capital Investment Group first reported a position in IYW in Q1 2024 and held it in 6 quarters. The position peaked at $16M in Q3 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Partners Capital Investment Group reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Partners Capital Investment Group sold 13,367 iShares US Technology ETF shares in Q3 2025, an estimated $2.32M.
Partners Capital Investment Group first reported a position in iShares US Technology ETF in Q1 2024 and held it in 6 quarters.
Partners Capital Investment Group's iShares US Technology ETF position peaked at $16M in Q3 2024.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Partners Capital Investment Group's 13F filing for Q3 2025, filed 31 Oct 2025.