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Commonwealth Retirement Investments’s iShares US Technology ETF IYW Stock Holding History

Commonwealth Retirement Investments’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
Q1 		– Sell
-303
Closed -$60.5K – 288
2025
Q4 		$60.5K Buy
+303
New +$60.6K 0.02% 171
2025
Q3 		– Sell
-5,562
Closed -$964K – 122
2025
Q2 		$964K Sell
5,562
-1,778
-24% -$270K 0.37% 71
2025
Q1 		$1.03M Buy
7,340
+190
+3% +$29.6K 0.42% 60
2024
Q4 		$1.14M Buy
7,150
+10
+0.1% +$1.58K 0.47% 60
2024
Q3 		$1.08M Sell
7,140
-897
-11% -$132K 0.45% 63
2024
Q2 		$1.21M Buy
8,037
+537
+7% +$74.2K 0.55% 53
2024
Q1 		$1.01M Buy
7,500
+1,274
+20% +$166K 0.48% 54
2023
Q4 		$764K Buy
6,226
+1,204
+24% +$136K 0.4% 57
2023
Q3 		$527K Sell
5,022
-4,937
-50% -$537K 0.3% 56
2023
Q2 		$1.08M Buy
9,959
+42
+0.4% +$4.13K 0.6% 42
2023
Q1 		$920K Buy
9,917
+3,612
+57% +$303K 0.55% 42
2022
Q4 		$470K Buy
+6,305
New +$482K 0.28% 52

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Commonwealth Retirement Investments's IYW Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 303 shares — an estimated $60.5K sold.

Commonwealth Retirement Investments first reported a position in IYW in Q4 2022 and held it in 12 quarters. The position peaked at $1.21M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 303 iShares US Technology ETF shares in Q1 2026, an estimated $60.5K.
  • Commonwealth Retirement Investments first reported a position in iShares US Technology ETF in Q4 2022 and held it in 12 quarters.
  • Commonwealth Retirement Investments's iShares US Technology ETF position peaked at $1.21M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.