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

Cornerstone Wealth Management’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 		$4.21M Buy
23,186
+201
+0.9% +$38.8K 0.21% 108
2025
Q4 		$4.59M Buy
22,985
+13,037
+131% +$2.61M 0.24% 96
2025
Q3 		$1.95M Buy
9,948
+933
+10% +$171K 0.11% 175
2025
Q2 		$1.56M Buy
9,015
+1,919
+27% +$291K 0.09% 184
2025
Q1 		$997K Buy
7,096
+2,411
+51% +$376K 0.07% 241
2024
Q4 		$747K Sell
4,685
-457
-9% -$72.3K 0.05% 282
2024
Q3 		$780K Buy
5,142
+143
+3% +$21K 0.05% 261
2024
Q2 		$752K Sell
4,999
-197
-4% -$27.2K 0.06% 249
2024
Q1 		$702K Sell
5,196
-1,086
-17% -$141K 0.06% 260
2023
Q4 		$771K Buy
6,282
+1,174
+23% +$133K 0.07% 239
2023
Q3 		$536K Sell
5,108
-627
-11% -$68.2K 0.05% 287
2023
Q2 		$624K Sell
5,735
-188
-3% -$18.5K 0.06% 262
2023
Q1 		$550K Buy
+5,923
New +$497K 0.05% 272
2022
Q3 		$509K Sell
6,934
-579
-8% -$49.1K 0.06% 248
2022
Q2 		$601K Sell
7,513
-1,219
-14% -$108K 0.07% 230
2022
Q1 		$900K Sell
8,732
-1,672
-16% -$171K 0.09% 192
2021
Q4 		$1.19M Sell
10,404
-520
-5% -$57.7K 0.11% 164
2021
Q3 		$1.11M Sell
10,924
-2,084
-16% -$217K 0.12% 167
2021
Q2 		$1.29M Sell
13,008
-1,045
-7% -$97.5K 0.14% 151
2021
Q1 		$1.23M Buy
14,053
+1,843
+15% +$161K 0.15% 145
2020
Q4 		$1.04M Buy
12,210
+5,566
+84% +$445K 0.13% 150
2020
Q3 		$500K Buy
6,644
+2,524
+61% +$184K 0.07% 216
2020
Q2 		$278K Buy
+4,120
New +$249K 0.05% 292
2019
Q2 		– Sell
-2,336
Closed -$416K – 438
2019
Q1 		$416K Sell
2,336
-11,812
-83% -$525K 0.05% 301
2018
Q4 		$568K Sell
14,148
-207,160
-94% -$8.97M 0.12% 174
2018
Q3 		$362K Sell
221,308
-728,952
-77% -$34.5M ﹤0.01% 1008
2018
Q2 		$1.31M Buy
+950,260
New +$42M 0.01% 670

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

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

Cornerstone Wealth Management increased its iShares US Technology ETF (IYW) stake by 0.87% in Q1 2026, buying an estimated $38.8K and bringing the position to 23,186 shares worth $4.21M. The position accounts for 0.21% of the portfolio, ranked #108.

Cornerstone Wealth Management first reported a position in IYW in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.59M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Cornerstone Wealth Management held 23,186 shares of iShares US Technology ETF worth $4.21M as of Q1 2026.
  • Cornerstone Wealth Management bought 201 iShares US Technology ETF shares in Q1 2026, an estimated $38.8K.
  • iShares US Technology ETF made up 0.21% of Cornerstone Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 27 quarters since.
  • Cornerstone Wealth Management's iShares US Technology ETF position peaked at $4.59M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.