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 Q2	$42.4K	Buy	+168	New	+$38.6K	0.01%	188
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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Commonwealth Retirement Investments's IYW Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 168 shares worth $42.4K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IYW as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IYW in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Commonwealth Retirement Investments held 168 shares of iShares US Technology ETF worth $42.4K as of Q2 2026.
iShares US Technology ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares US Technology ETF made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #188 holding.
Commonwealth Retirement Investments first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 13 quarters since.
Commonwealth Retirement Investments's iShares US Technology ETF position peaked at $1.21M in Q2 2024.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.