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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
Q2 		$6.02M Buy
23,870
+684
+3% +$157K 0.26% 98
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 Buy
+14,148
New +$613K 0.12% 174

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares US Technology ETF (IYW) stake by 3% in Q2 2026, buying an estimated $157K and bringing the position to 23,870 shares worth $6.02M. The position accounts for 0.26% of the portfolio, ranked #98.

Cornerstone Wealth Management first reported a position in IYW in Q4 2018 and has held it in 26 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cornerstone Wealth Management held 23,870 shares of iShares US Technology ETF worth $6.02M as of Q2 2026.
  • Cornerstone Wealth Management bought 684 iShares US Technology ETF shares in Q2 2026, an estimated $157K.
  • iShares US Technology ETF made up 0.26% of Cornerstone Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 26 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.