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Summit X LLC’s iShares US Technology ETF IYW Stock Holding History

Summit X LLC’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
Q3 		– Sell
-62,612
Closed -$10.8M – 131
2025
Q2 		$10.8M Buy
62,612
+19,775
+46% +$3M 2.02% 12
2025
Q1 		$6.02M Buy
42,837
+253
+0.6% +$39.4K 1.26% 16
2024
Q4 		$6.79M Sell
42,584
-3,252
-7% -$515K 1.51% 17
2024
Q3 		$6.9M Sell
45,836
-2,481
-5% -$365K 1.68% 15
2024
Q2 		$7.29M Buy
48,317
+1,955
+4% +$270K 1.64% 15
2024
Q1 		$6.26M Sell
46,362
-7,731
-14% -$1.01M 1.6% 17
2023
Q4 		$6.64M Buy
54,093
+9,217
+21% +$1.04M 1.89% 12
2023
Q3 		$4.71M Sell
44,876
-35,003
-44% -$3.81M 1.5% 15
2023
Q2 		$8.7M Sell
79,879
-1,759
-2% -$173K 2.11% 7
2023
Q1 		$7.58M Buy
+81,638
New +$6.85M 1.96% 10

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit X LLC's IYW Position: Q3 2025 in Review

Summit X LLC sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 62,612 shares — an estimated $10.8M sold.

Summit X LLC first reported a position in IYW in Q1 2023 and held it in 10 quarters. The position peaked at $10.8M in Q2 2025. 1,199 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

  • Summit X LLC reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 62,612 iShares US Technology ETF shares in Q3 2025, an estimated $10.8M.
  • Summit X LLC first reported a position in iShares US Technology ETF in Q1 2023 and held it in 10 quarters.
  • Summit X LLC's iShares US Technology ETF position peaked at $10.8M in Q2 2025.
  • 1,199 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.