Core Capital Management & Research, inc.’s iShares US Technology ETF IYW Stock Holding History

Core Capital Management & Research, inc.’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	$2.96K	Buy	+12	New	+$2.76K	﹤0.01%	172

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

Core Capital Management & Research, inc.'s IYW Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 12 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #172 among its holdings.

1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Core Capital Management & Research, inc. held 12 shares of iShares US Technology ETF worth $2.96K as of Q2 2026.
iShares US Technology ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #172 holding.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.