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

Cornerstone Wealth 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 Q1	$950K	Sell	4,537 -338	-7%	-$65.3K	0.06%	166
2025 Q4	$973K	Buy	4,875 +370	+8%	+$74K	0.07%	151
2025 Q3	$882K	Sell	4,505 -101	-2%	-$18.5K	0.06%	152
2025 Q2	$798K	Buy	4,606 +101	+2%	+$15.3K	0.06%	150
2025 Q1	$633K	Hold	4,505	–	–	0.05%	162
2024 Q4	$719K	Sell	4,505 -12	-0.3%	-$1.9K	0.06%	146
2024 Q3	$685K	Hold	4,517	–	–	0.06%	147
2024 Q2	$680K	Hold	4,517	–	–	0.06%	144
2024 Q1	$610K	Buy	+4,517	New	+$588K	0.06%	148

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cornerstone Wealth Group's IYW Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its iShares US Technology ETF (IYW) stake by 6.9% in Q1 2026, selling an estimated $65.3K and leaving 4,537 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #166.

Cornerstone Wealth Group first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $973K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Cornerstone Wealth Group held 4,537 shares of iShares US Technology ETF worth $950K as of Q1 2026.
Cornerstone Wealth Group sold 338 iShares US Technology ETF shares in Q1 2026, an estimated $65.3K.
iShares US Technology ETF made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #166 holding.
Cornerstone Wealth Group first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's iShares US Technology ETF position peaked at $973K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.