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Sutton Place Investors’s iShares US Technology ETF IYW Stock Holding History

Sutton Place Investors’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
Q2 		$534K Sell
2,116
-7
-0.3% -$1.61K 0.26% 81
2026
Q1 		$385K Sell
2,123
-49
-2% -$9.47K 0.21% 93
2025
Q4 		$434K Sell
2,172
-228
-10% -$45.6K 0.24% 81
2025
Q3 		$470K Sell
2,400
-3,662
-60% -$670K 0.27% 74
2025
Q2 		$1.05M Sell
6,062
-644
-10% -$97.6K 0.63% 44
2025
Q1 		$942K Buy
6,706
+23
+0.3% +$3.58K 0.63% 38
2024
Q4 		$1.07M Sell
6,683
-111
-2% -$17.6K 0.62% 45
2024
Q3 		$1.03M Sell
6,794
-348
-5% -$51.2K 0.63% 47
2024
Q2 		$1.07M Buy
7,142
+450
+7% +$62.2K 0.72% 38
2024
Q1 		$904K Buy
6,692
+2,072
+45% +$270K 0.45% 71
2023
Q4 		$567K Buy
4,620
+962
+26% +$109K 0.41% 79
2023
Q3 		$384K Sell
3,658
-1,430
-28% -$156K 0.5% 44
2023
Q2 		$554K Buy
5,088
+198
+4% +$19.4K 0.77% 39
2023
Q1 		$454K Buy
4,890
+1,277
+35% +$107K 0.62% 38
2022
Q4 		$269K Buy
+3,613
New +$276K 0.38% 48
2022
Q2 		– Sell
-3,269
Closed -$297K – 71
2022
Q1 		$297K Sell
3,269
-773
-19% -$78.9K 0.36% 52
2021
Q4 		$464K Buy
+4,042
New +$449K 0.53% 53

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sutton Place Investors's IYW Position: Q2 2026 in Review

Sutton Place Investors reduced its iShares US Technology ETF (IYW) stake by 0.33% in Q2 2026, selling an estimated $1.61K and leaving 2,116 shares worth $534K. The position accounts for 0.26% of the portfolio, ranked #81.

Sutton Place Investors first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.07M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sutton Place Investors held 2,116 shares of iShares US Technology ETF worth $534K as of Q2 2026.
  • Sutton Place Investors sold 7 iShares US Technology ETF shares in Q2 2026, an estimated $1.61K.
  • iShares US Technology ETF made up 0.26% of Sutton Place Investors's portfolio in Q2 2026, its #81 holding.
  • Sutton Place Investors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
  • Sutton Place Investors's iShares US Technology ETF position peaked at $1.07M in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.