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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
-9,500
Closed -$17K – 3969
2023
Q3 		$17K Buy
9,500
+7,400
+352% +$805K ﹤0.01% 2147
2023
Q2 		$1K Buy
+2,100
New +$206K ﹤0.01% 3316
2022
Q3 		– Sell
-300
Closed -$3K – 5217
2022
Q2 		$3K Buy
+300
New +$26.6K ﹤0.01% 4061
2021
Q4 		– Sell
-1,000
Closed -$3K – 5719
2021
Q3 		$3K Buy
+1,000
New +$104K ﹤0.01% 4821
2020
Q4 		– Sell
-6,800
Closed -$14K – 5144
2020
Q3 		$14K Buy
6,800
+4,400
+183% +$321K ﹤0.01% 2737
2020
Q2 		$8K Buy
2,400
+1,600
+200% +$96.6K ﹤0.01% 3017
2020
Q1 		$4K Hold
800
– – ﹤0.01% 3190
2019
Q4 		$1K Sell
800
-4,400
-85% -$239K ﹤0.01% 3701
2019
Q3 		$2K Buy
+5,200
New +$264K ﹤0.01% 3491

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.