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Cornerstone Planning Group’s iShares US Technology ETF IYW Stock Holding History

Cornerstone Planning Group’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 		$84K Sell
345
-1
-0.3% -$230 0.01% 277
2026
Q1 		$77.8K Sell
346
-1,749
-83% -$338K 0.01% 286
2025
Q4 		$429K Buy
2,095
+9
+0.4% +$1.8K 0.07% 90
2025
Q3 		$434K Buy
2,086
+1,593
+323% +$291K 0.07% 92
2025
Q2 		$88.6K Sell
493
-174
-26% -$26.4K 0.02% 155
2025
Q1 		$90K Buy
667
+163
+32% +$25.4K 0.02% 157
2024
Q4 		$79.1K Buy
504
+3
+0.6% +$475 0.02% 132
2024
Q3 		$79.1K Sell
501
-174
-26% -$25.6K 0.02% 134
2024
Q2 		$89.9K Sell
675
-290
-30% -$40.1K 0.03% 141
2024
Q1 		$127K Sell
965
-860
-47% -$112K 0.04% 104
2023
Q4 		$224K Sell
1,825
-245
-12% -$27.8K 0.07% 78
2023
Q3 		$217K Sell
2,070
-1,428
-41% -$155K 0.08% 75
2023
Q2 		$381K Buy
+3,498
New +$344K 0.15% 61
2022
Q4 		$182K Buy
+2,357
New +$180K 0.08% 106

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cornerstone Planning Group's IYW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares US Technology ETF (IYW) stake by 0.29% in Q2 2026, selling an estimated $230 and leaving 345 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #277.

Cornerstone Planning Group first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $434K in Q3 2025. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cornerstone Planning Group held 345 shares of iShares US Technology ETF worth $84K as of Q2 2026.
  • Cornerstone Planning Group sold 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
  • iShares US Technology ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #277 holding.
  • Cornerstone Planning Group first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares US Technology ETF position peaked at $434K in Q3 2025.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.