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Cutler Group’s iShares US Technology ETF IYW Stock Holding History

Cutler 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
2023
Q4 		– Sell
-400
Closed -$45.3K – 3968
2023
Q3 		$41K Buy
+400
New +$43.5K ﹤0.01% 1608
2023
Q1 		– Sell
-1,381
Closed -$116K – 4266
2022
Q4 		$102K Sell
1,381
-100
-7% -$7.65K 0.01% 1146
2022
Q3 		$108K Buy
+1,481
New +$126K 0.01% 1344
2022
Q1 		– Sell
-1,000
Closed -$102K – 5674
2021
Q4 		$114K Buy
1,000
+500
+100% +$55.5K ﹤0.01% 1754
2021
Q3 		$50K Buy
+500
New +$52.2K ﹤0.01% 2507
2021
Q1 		– Sell
-1,900
Closed -$166K – 5958
2020
Q4 		$161K Buy
1,900
+700
+58% +$55.9K 0.01% 1215
2020
Q3 		$90K Buy
+1,200
New +$87.6K 0.01% 1384
2019
Q3 		– Sell
-7,996
Closed -$406K – 4372
2019
Q2 		$395K Buy
+7,996
New +$391K 0.04% 406
2018
Q1 		– Sell
-1,728
Closed -$74.4K – 4827
2017
Q4 		$70K Buy
+1,728
New +$69.2K ﹤0.01% 1618
2017
Q3 		– Sell
-1,288
Closed -$47.2K – 6254
2017
Q2 		$44K Sell
1,288
-1,036
-45% -$36.3K ﹤0.01% 2622
2017
Q1 		$78K Buy
2,324
+1,200
+107% +$39K ﹤0.01% 1974
2016
Q4 		$33K Sell
1,124
-8,484
-88% -$253K ﹤0.01% 2956
2016
Q3 		$285K Buy
+9,608
New +$275K 0.01% 944

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutler Group's IYW Position: Q4 2023 in Review

Cutler Group sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 400 shares — an estimated $45.3K sold.

Cutler Group first reported a position in IYW in Q3 2016 and held it in 13 quarters. The position peaked at $395K in Q2 2019. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • Cutler Group reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 400 iShares US Technology ETF shares in Q4 2023, an estimated $45.3K.
  • Cutler Group first reported a position in iShares US Technology ETF in Q3 2016 and held it in 13 quarters.
  • Cutler Group's iShares US Technology ETF position peaked at $395K in Q2 2019.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.