Sutton Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Sutton Wealth Advisors’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 Q3	$473K	Hold	4,505	–	–	0.23%	67
2023 Q2	$490K	Buy	4,505 +3,801	+540%	+$373K	0.24%	66
2023 Q1	$65.3K	Hold	704	–	–	0.03%	186
2022 Q4	$52.4K	Hold	704	–	–	0.02%	378
2022 Q3	$51.7K	Hold	704	–	–	0.02%	373
2022 Q2	$56.3K	Hold	704	–	–	0.02%	347
2022 Q1	$72.5K	Hold	704	–	–	0.03%	314
2021 Q4	$80.8K	Hold	704	–	–	0.03%	301
2021 Q3	$71.3K	Hold	704	–	–	0.03%	301
2021 Q2	$70K	Hold	704	–	–	0.03%	317
2021 Q1	$61.7K	Hold	704	–	–	0.02%	342
2020 Q4	$59.9K	Hold	704	–	–	0.03%	312
2020 Q3	$53K	Hold	704	–	–	0.03%	294
2020 Q2	$47.5K	Hold	704	–	–	0.02%	313
2020 Q1	$36K	Buy	704 +48	+7%	+$2.78K	0.02%	338
2019 Q4	$38.1K	Hold	656	–	–	0.02%	388
2019 Q3	$33.5K	Hold	656	–	–	0.02%	414
2019 Q2	$32.5K	Hold	656	–	–	0.02%	428
2019 Q1	$31.3K	Hold	656	–	–	0.02%	430
2018 Q4	$26.2K	Buy	656 +256	+64%	+$11.1K	0.02%	435
2018 Q3	$19.4K	Hold	400	–	–	0.01%	602
2018 Q2	$17.8K	Hold	400	–	–	0.01%	635
2018 Q1	$16.8K	Buy	+400	New	+$17.2K	0.01%	638

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sutton Wealth Advisors's IYW Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2023 at 4,505 shares worth $473K. The position accounts for 0.23% of the portfolio, ranked #67.

Sutton Wealth Advisors first reported a position in IYW in Q1 2018 and has held it in 23 quarters since. The position peaked at $490K in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Sutton Wealth Advisors held 4,505 shares of iShares US Technology ETF worth $473K as of Q3 2023.
Sutton Wealth Advisors left its iShares US Technology ETF share count unchanged in Q3 2023.
iShares US Technology ETF made up 0.23% of Sutton Wealth Advisors's portfolio in Q3 2023, its #67 holding.
Sutton Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's iShares US Technology ETF position peaked at $490K in Q2 2023.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.