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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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. 1,296 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.
  • 1,296 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.