Commonwealth Financial Services
IYW icon

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
Q3 		$3.1M Sell
11,704
-3,501
-23% -$874K 0.55% 36
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% -$10M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Financial Services's IYW Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares US Technology ETF (IYW) stake by 23% in Q3 2026, selling an estimated $874K and leaving 11,704 shares worth $3.1M. The position accounts for 0.55% of the portfolio, ranked #36.

Commonwealth Financial Services first reported a position in IYW in Q4 2014 and has held it in 23 quarters since. The position peaked at $17.3M in Q2 2024. 367 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Commonwealth Financial Services held 11,704 shares of iShares US Technology ETF worth $3.1M as of Q3 2026.
  • Commonwealth Financial Services sold 3,501 iShares US Technology ETF shares in Q3 2026, an estimated $874K.
  • iShares US Technology ETF made up 0.55% of Commonwealth Financial Services's portfolio in Q3 2026, its #36 holding.
  • Commonwealth Financial Services first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's iShares US Technology ETF position peaked at $17.3M in Q2 2024.
  • 367 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.