Cutter & Co Brokerage’s iShares US Technology ETF IYW Stock Holding History

Cutter & Co Brokerage’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 Q2	–	Sell	-4,080	Closed	-$573K	–	84
2025 Q1	$573K	Sell	4,080 -359	-8%	-$55.9K	0.14%	89
2024 Q4	$708K	Sell	4,439 -478	-10%	-$75.6K	0.17%	76
2024 Q3	$746K	Buy	4,917 +87	+2%	+$12.8K	0.17%	83
2024 Q2	$727K	Sell	4,830 -44	-0.9%	-$6.08K	0.18%	76
2024 Q1	$658K	Buy	4,874 +2	+0%	+$260	0.16%	82
2023 Q4	$598K	Buy	4,872 +9	+0.2%	+$1.02K	0.17%	83
2023 Q3	$510K	Hold	4,863	–	–	0.15%	91
2023 Q2	$529K	Buy	4,863 +210	+5%	+$20.6K	0.16%	92
2023 Q1	$432K	Sell	4,653 -158	-3%	-$13.3K	0.13%	108
2022 Q4	$358K	Sell	4,811 -832	-15%	-$63.6K	0.12%	130
2022 Q3	$414K	Sell	5,643 -683	-11%	-$57.9K	0.15%	108
2022 Q2	$506K	Sell	6,326 -2,185	-26%	-$193K	0.17%	105
2022 Q1	$877K	Sell	8,511 -3,223	-27%	-$329K	0.26%	79
2021 Q4	$1.35M	Sell	11,734 -631	-5%	-$70.1K	0.37%	66
2021 Q3	$1.25M	Sell	12,365 -443	-3%	-$46.2K	0.3%	89
2021 Q2	$1.27M	Sell	12,808 -672	-5%	-$62.7K	0.29%	86
2021 Q1	$1.18M	Buy	13,480 +162	+1%	+$14.2K	0.29%	83
2020 Q4	$1.13M	Buy	13,318 +766	+6%	+$61.2K	0.3%	79
2020 Q3	$945K	Sell	12,552 -48	-0.4%	-$3.5K	0.28%	81
2020 Q2	$850K	Buy	12,600 +1,896	+18%	+$114K	0.28%	87
2020 Q1	$547K	Sell	10,704 -5,612	-34%	-$325K	0.21%	101
2019 Q4	$949K	Sell	16,316 -976	-6%	-$53.1K	0.33%	80
2019 Q3	$883K	Sell	17,292 -580	-3%	-$29.5K	0.28%	91
2019 Q2	$884K	Sell	17,872 -1,324	-7%	-$64.7K	0.28%	86
2019 Q1	$915K	Buy	19,196 +640	+3%	+$28.5K	0.26%	82
2018 Q4	$742K	Buy	18,556 +3,260	+21%	+$141K	0.28%	90
2018 Q3	$742K	Buy	15,296 +1,148	+8%	+$54.3K	0.25%	95
2018 Q2	$631K	Sell	14,148 -464	-3%	-$20.5K	0.24%	104
2018 Q1	$615K	Buy	14,612 +736	+5%	+$31.7K	0.24%	101
2017 Q4	$565K	Sell	13,876 -600	-4%	-$24K	0.23%	101
2017 Q3	$543K	Buy	14,476 +432	+3%	+$15.8K	0.22%	109
2017 Q2	$491K	Buy	14,044 +1,648	+13%	+$57.8K	0.19%	124
2017 Q1	$419K	Sell	12,396 -672	-5%	-$21.8K	0.17%	127
2016 Q4	$393K	Buy	13,068 +632	+5%	+$18.8K	0.16%	129
2016 Q3	$370K	Buy	12,436 +408	+3%	+$11.7K	0.16%	121
2016 Q2	$317K	Sell	12,028 -376	-3%	-$9.93K	0.14%	141
2016 Q1	$336K	Sell	12,404 -4,520	-27%	-$114K	0.16%	137
2015 Q4	$453K	Buy	16,924 +8,468	+100%	+$228K	0.21%	108
2015 Q3	$209K	Sell	8,456 -12,204	-59%	-$315K	0.1%	164
2015 Q2	$541K	Sell	20,660 -304	-1%	-$8.2K	0.22%	125
2015 Q1	$550K	Buy	20,964 +7,784	+59%	+$205K	0.22%	114
2014 Q4	$344K	Buy	13,180 +348	+3%	+$8.88K	0.13%	161
2014 Q3	$323K	Buy	12,832 +3,552	+38%	+$88.7K	0.12%	156
2014 Q2	$225K	Buy	+9,280	New	+$214K	0.08%	200

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Cutter & Co Brokerage's IYW Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 4,080 shares — an estimated $573K sold.

Cutter & Co Brokerage first reported a position in IYW in Q2 2014 and held it in 44 quarters. The position peaked at $1.35M in Q4 2021. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Cutter & Co Brokerage reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 4,080 iShares US Technology ETF shares in Q2 2025, an estimated $573K.
Cutter & Co Brokerage first reported a position in iShares US Technology ETF in Q2 2014 and held it in 44 quarters.
Cutter & Co Brokerage's iShares US Technology ETF position peaked at $1.35M in Q4 2021.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.