Stone House Investment Management, LLC IYW holdings history
ISHARES USTECHNOLOGY ETF · CUSIP 464287721 · CIK 1696497
As of 2026-06-30, Stone House Investment Management, LLC reported 462 IYW (shares), valued at $116.42K, or 0.02% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares decreased 56.82%; reported value decreased 40.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.02% | 462 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 0.03% | 1,070 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 0.17% | 5,621 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 0.23% | 6,867 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 2.51% | 78,963 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 2.03% | 71,171 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 2.42% | 59,645 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.30% | 73,411 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.03% | 77,576 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.34% | 73,749 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.05% | 48,384 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.05% | 48,384 | $5.94M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 2.34% | 73,749 | $9.96M | Shares increased 52.42%; reported value increased 67.71%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.03% | 77,576 | $11.68M | Shares increased 5.19%; reported value increased 17.22%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.30% | 73,411 | $11.13M | Shares decreased 5.37%; reported value decreased 4.67%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.42% | 59,645 | $9.51M | Shares decreased 18.75%; reported value decreased 14.52%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.03% | 71,171 | $10.00M | Shares increased 19.32%; reported value increased 5.05%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.51% | 78,963 | $13.68M | Shares increased 10.95%; reported value increased 36.88%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.23% | 6,867 | $1.34M | Shares decreased 91.30%; reported value decreased 90.17%, and weight changed -2.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 0.17% | 5,621 | $1.12M | Shares decreased 18.14%; reported value decreased 16.55%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 0.03% | 1,070 | $194.14K | Shares decreased 80.96%; reported value decreased 82.70%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 0.02% | 462 | $116.42K | Shares decreased 56.82%; reported value decreased 40.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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