MassMutual Private Wealth & Trust’s iShares US Technology ETF IYW Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-17	Closed	-$3.4K	–	2447
2025 Q4	$3.4K	Buy	+17	New	+$3.4K	﹤0.01%	1831
2025 Q3	–	Sell	-87	Closed	-$15.1K	–	2419
2025 Q2	$15.1K	Sell	87 -50	-36%	-$7.58K	﹤0.01%	1214
2025 Q1	$19.2K	Buy	+137	New	+$21.3K	﹤0.01%	1040
2024 Q3	–	Sell	-45	Closed	-$6.77K	–	2207
2024 Q2	$6.77K	Sell	45 -17	-27%	-$2.35K	﹤0.01%	1216
2024 Q1	$8.37K	Hold	62	–	–	﹤0.01%	1093
2023 Q4	$7.61K	Hold	62	–	–	﹤0.01%	1110
2023 Q3	$6.5K	Buy	+62	New	+$6.74K	﹤0.01%	1158
2023 Q1	–	Sell	-105	Closed	-$8K	–	1849
2022 Q4	$8K	Buy	+105	New	+$8.03K	﹤0.01%	850
2015 Q4	–	Sell	-600	Closed	-$15.1K	–	890
2015 Q3	$15.1K	Hold	600	–	–	﹤0.01%	481
2015 Q2	$14.5K	Hold	600	–	–	﹤0.01%	452
2015 Q1	$15.7K	Hold	600	–	–	﹤0.01%	448
2014 Q4	$15.7K	Hold	600	–	–	0.01%	360
2014 Q3	$15.1K	Hold	600	–	–	﹤0.01%	470
2014 Q2	$14.5K	Sell	600 -400	-40%	-$9.24K	0.01%	325
2014 Q1	$22.8K	Buy	+1,000	New	+$22.3K	0.01%	258

Other funds holding IYW

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's IYW Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 17 shares — an estimated $3.4K sold.

MassMutual Private Wealth & Trust first reported a position in IYW in Q1 2014 and held it in 15 quarters. The position peaked at $22.8K in Q1 2014. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 17 iShares US Technology ETF shares in Q1 2026, an estimated $3.4K.
MassMutual Private Wealth & Trust first reported a position in iShares US Technology ETF in Q1 2014 and held it in 15 quarters.
MassMutual Private Wealth & Trust's iShares US Technology ETF position peaked at $22.8K in Q1 2014.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.