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 Q2	$1.11M	Sell	4,417 -120	-3%	-$27.6K	0.07%	166
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 $1.89T 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

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

Cornerstone Wealth Group reduced its iShares US Technology ETF (IYW) stake by 2.6% in Q2 2026, selling an estimated $27.6K and leaving 4,417 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #166.

Cornerstone Wealth Group first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cornerstone Wealth Group held 4,417 shares of iShares US Technology ETF worth $1.11M as of Q2 2026.
Cornerstone Wealth Group sold 120 iShares US Technology ETF shares in Q2 2026, an estimated $27.6K.
iShares US Technology ETF made up 0.07% of Cornerstone Wealth Group's portfolio in Q2 2026, its #166 holding.
Cornerstone Wealth Group first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.