Fort Point Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Fort Point Capital Partners’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
2025 Q3	–	Sell	-15,390	Closed	-$2.67M	–	267
2025 Q2	$2.67M	Buy	15,390 +80	+0.5%	+$12.1K	0.19%	78
2025 Q1	$2.15M	Buy	15,310 +304	+2%	+$47.4K	0.24%	76
2024 Q4	$2.39M	Buy	15,006 +85	+0.6%	+$13.4K	0.26%	73
2024 Q3	$2.26M	Buy	14,921 +716	+5%	+$105K	0.28%	62
2024 Q2	$2.14M	Buy	14,205 +275	+2%	+$38K	0.27%	62
2024 Q1	$1.88M	Buy	13,930 +646	+5%	+$84.1K	0.25%	71
2023 Q4	$1.63M	Hold	13,284	–	–	0.23%	72
2023 Q3	$1.39M	Sell	13,284 -104	-0.8%	-$11.3K	0.21%	77
2023 Q2	$1.46M	Sell	13,388 -68	-0.5%	-$6.68K	0.21%	77
2023 Q1	$1.25M	Sell	13,456 -509	-4%	-$42.7K	0.19%	90
2022 Q4	$1.04M	Sell	13,965 -594	-4%	-$45.4K	0.16%	98
2022 Q3	$1.07M	Buy	14,559 +210	+1%	+$17.8K	0.18%	95
2022 Q2	$1.15M	Buy	14,349 +350	+3%	+$31K	0.19%	85
2022 Q1	$1.44M	Buy	13,999 +360	+3%	+$36.8K	0.2%	84
2021 Q4	$1.57M	Buy	13,639 +1	+0%	+$111	0.21%	75
2021 Q3	$1.38M	Buy	+13,638	New	+$1.42M	0.21%	67

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Fort Point Capital Partners's IYW Position: Q3 2025 in Review

Fort Point Capital Partners sold out of iShares US Technology ETF (IYW) in Q3 2025, closing a stake of 15,390 shares — an estimated $2.67M sold.

Fort Point Capital Partners first reported a position in IYW in Q3 2021 and held it in 16 quarters. The position peaked at $2.67M in Q2 2025. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Fort Point Capital Partners reported no remaining iShares US Technology ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 15,390 iShares US Technology ETF shares in Q3 2025, an estimated $2.67M.
Fort Point Capital Partners first reported a position in iShares US Technology ETF in Q3 2021 and held it in 16 quarters.
Fort Point Capital Partners's iShares US Technology ETF position peaked at $2.67M in Q2 2025.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.