Cresset Asset Management’s iShares US Technology ETF IYW Stock Holding History

Cresset Asset Management’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	$12.4M	Buy	49,210 +24,605	+100%	+$5.65M	0.04%	241
2026 Q1	$4.46M	Buy	24,605 +2,184	+10%	+$422K	0.02%	393
2025 Q4	$4.48M	Buy	22,421 +1,280	+6%	+$256K	0.02%	386
2025 Q3	$4.14M	Buy	21,141 +540	+3%	+$98.8K	0.02%	385
2025 Q2	$3.57M	Buy	20,601 +909	+5%	+$138K	0.02%	387
2025 Q1	$2.77M	Buy	19,692 +993	+5%	+$155K	0.01%	450
2024 Q4	$2.98M	Sell	18,699 -4,753	-20%	-$752K	0.01%	448
2024 Q3	$3.56M	Buy	23,452 +3,994	+21%	+$587K	0.01%	558
2024 Q2	$2.93M	Buy	19,458 +207	+1%	+$28.6K	0.01%	571
2024 Q1	$2.6M	Buy	19,251 +511	+3%	+$66.5K	0.01%	533
2023 Q4	$2.3M	Buy	18,740 +2,987	+19%	+$338K	0.01%	528
2023 Q3	$1.65M	Buy	15,753 +827	+6%	+$89.9K	0.01%	621
2023 Q2	$1.63M	Buy	14,926 +7,119	+91%	+$699K	﹤0.01%	714
2023 Q1	$725K	Buy	7,807 +1,079	+16%	+$90.6K	0.01%	403
2022 Q4	$501K	Hold	6,728	–	–	0.01%	424
2022 Q3	$494K	Hold	6,728	–	–	0.01%	517
2022 Q2	$538K	Buy	+6,728	New	+$595K	0.01%	541
2021 Q4	–	Sell	-7,891	Closed	-$799K	–	1206
2021 Q3	$799K	Buy	7,891 +102	+1%	+$10.6K	0.01%	466
2021 Q2	$774K	Buy	7,789 +15	+0.2%	+$1.4K	0.01%	424
2021 Q1	$682K	Buy	+7,774	New	+$681K	0.01%	387

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

Cresset Asset Management's IYW Position: Q2 2026 in Review

Cresset Asset Management increased its iShares US Technology ETF (IYW) stake by 100% in Q2 2026, buying an estimated $5.65M and bringing the position to 49,210 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #241.

Cresset Asset Management first reported a position in IYW in Q1 2021 and has held it in 20 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cresset Asset Management held 49,210 shares of iShares US Technology ETF worth $12.4M as of Q2 2026.
Cresset Asset Management bought 24,605 iShares US Technology ETF shares in Q2 2026, an estimated $5.65M.
iShares US Technology ETF made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #241 holding.
Cresset Asset Management first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 20 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.