Commonwealth Financial Services’s iShares US Technology ETF IYW Stock Holding History

Commonwealth Financial Services’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	$3.84M	Sell	15,205 -361	-2%	-$82.9K	0.52%	42
2026 Q1	$2.82M	Sell	15,566 -18,375	-54%	-$3.55M	0.45%	46
2025 Q4	$6.78M	Sell	33,941 -3,492	-9%	-$698K	1.12%	29
2025 Q3	$7.33M	Sell	37,433 -2,397	-6%	-$439K	1.25%	27
2025 Q2	$6.9M	Buy	39,830 +23,846	+149%	+$3.61M	1.33%	26
2025 Q1	$2.24M	Sell	15,984 -64,027	-80%	-$9.97M	0.46%	45
2024 Q4	$12.8M	Sell	80,011 -25,863	-24%	-$4.09M	2.5%	9
2024 Q3	$15.7M	Sell	105,874 -4,561	-4%	-$671K	3.1%	7
2024 Q2	$17.3M	Buy	110,435 +20,906	+23%	+$2.89M	3.56%	5
2024 Q1	$11M	Buy	89,529 +103	+0.1%	+$13.4K	2.59%	11
2023 Q4	$11M	Sell	89,426 -27,641	-24%	-$3.13M	2.59%	11
2023 Q3	$12.3M	Buy	+117,067	New	+$12.7M	3.65%	4
2017 Q1	$597K	Buy	17,764 +11,164	+169%	+$362K	0.65%	13
2016 Q4	$205K	Sell	6,600 -106,668	-94%	-$3.18M	0.2%	53
2016 Q3	$3.37M	Buy	113,268 +111,796	+7,595%	+$3.2M	3.17%	8
2016 Q2	$39K	Sell	1,472 -2,632	-64%	-$69.5K	0.05%	95
2016 Q1	$111K	Hold	4,104	–	–	0.16%	56
2015 Q4	$110K	Sell	4,104 -764	-16%	-$20.6K	0.37%	53
2015 Q3	$120K	Sell	4,868 -31,872	-87%	-$823K	0.14%	55
2015 Q2	$961K	Sell	36,740 -68,520	-65%	-$1.85M	1.04%	7
2015 Q1	$2.76M	Buy	105,260 +71,388	+211%	+$1.88M	2.43%	8
2014 Q4	$884K	Buy	+33,872	New	+$864K	0.79%	13

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Commonwealth Financial Services's IYW Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares US Technology ETF (IYW) stake by 2.3% in Q2 2026, selling an estimated $82.9K and leaving 15,205 shares worth $3.84M. The position accounts for 0.52% of the portfolio, ranked #42.

Commonwealth Financial Services first reported a position in IYW in Q4 2014 and has held it in 22 quarters since. The position peaked at $17.3M in Q2 2024. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Commonwealth Financial Services held 15,205 shares of iShares US Technology ETF worth $3.84M as of Q2 2026.
Commonwealth Financial Services sold 361 iShares US Technology ETF shares in Q2 2026, an estimated $82.9K.
iShares US Technology ETF made up 0.52% of Commonwealth Financial Services's portfolio in Q2 2026, its #42 holding.
Commonwealth Financial Services first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 22 quarters since.
Commonwealth Financial Services's iShares US Technology ETF position peaked at $17.3M in Q2 2024.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.