Cobblestone Asset Management’s iShares US Technology ETF IYW Stock Holding History

Cobblestone Asset Management’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	-18,903	Closed	-$3.28M	–	77
2025 Q2	$3.28M	Sell	18,903 -4,470	-19%	-$678K	1.72%	18
2025 Q1	$3.28M	Buy	23,373 +3,302	+16%	+$514K	1.92%	19
2024 Q4	$3.2M	Sell	20,071 -2,315	-10%	-$366K	2.09%	17
2024 Q3	$3.39M	Sell	22,386 -2,403	-10%	-$353K	2.04%	15
2024 Q2	$3.73M	Sell	24,789 -2,715	-10%	-$375K	2.42%	12
2024 Q1	$3.71M	Buy	27,504 +999	+4%	+$130K	2.52%	13
2023 Q4	$3.25M	Buy	26,505 +7,632	+40%	+$865K	2.4%	12
2023 Q3	$1.98M	Buy	+18,873	New	+$2.05M	1.63%	13

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cobblestone Asset Management's IYW Position: Q3 2025 in Review

Cobblestone Asset Management sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 18,903 shares — an estimated $3.28M sold.

Cobblestone Asset Management first reported a position in IYW in Q3 2023 and held it in 8 quarters. The position peaked at $3.73M in Q2 2024. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Cobblestone Asset Management reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Cobblestone Asset Management sold 18,903 iShares US Technology ETF shares in Q3 2025, an estimated $3.28M.
Cobblestone Asset Management first reported a position in iShares US Technology ETF in Q3 2023 and held it in 8 quarters.
Cobblestone Asset Management's iShares US Technology ETF position peaked at $3.73M in Q2 2024.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Cobblestone Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.