Forte Asset Management’s iShares US Technology ETF IYW Stock Holding History

Forte Asset 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	$3.77M	Sell	14,958 -1,451	-9%	-$333K	1.54%	28
2026 Q1	$2.98M	Sell	16,409 -4,724	-22%	-$913K	1.31%	30
2025 Q4	$4.22M	Sell	21,133 -12	-0.1%	-$2.4K	1.92%	19
2025 Q3	$4.14M	Sell	21,145 -6,820	-24%	-$1.25M	1.99%	19
2025 Q2	$4.85M	Sell	27,965 -6,435	-19%	-$975K	2.47%	16
2025 Q1	$4.83M	Buy	34,400 +4,933	+17%	+$768K	2.43%	15
2024 Q4	$4.7M	Sell	29,467 -2,033	-6%	-$322K	2.5%	16
2024 Q3	$4.78M	Buy	31,500 +2,849	+10%	+$419K	2.55%	14
2024 Q2	$4.31M	Sell	28,651 -1,190	-4%	-$164K	2.54%	16
2024 Q1	$4.03M	Sell	29,841 -2,202	-7%	-$287K	2.44%	18
2023 Q4	$3.93M	Sell	32,043 -2,883	-8%	-$327K	2.69%	14
2023 Q3	$3.67M	Buy	34,926 +2,149	+7%	+$234K	2.46%	17
2023 Q2	$3.57M	Sell	32,777 -3,778	-10%	-$371K	2.31%	17
2023 Q1	$3.39M	Buy	36,555 +2,640	+8%	+$222K	2.24%	18
2022 Q4	$2.53M	Buy	+33,915	New	+$2.59M	1.65%	25

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

Forte Asset Management's IYW Position: Q2 2026 in Review

Forte Asset Management reduced its iShares US Technology ETF (IYW) stake by 8.8% in Q2 2026, selling an estimated $333K and leaving 14,958 shares worth $3.77M. The position accounts for 1.54% of the portfolio, ranked #28.

Forte Asset Management first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.85M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Forte Asset Management held 14,958 shares of iShares US Technology ETF worth $3.77M as of Q2 2026.
Forte Asset Management sold 1,451 iShares US Technology ETF shares in Q2 2026, an estimated $333K.
iShares US Technology ETF made up 1.54% of Forte Asset Management's portfolio in Q2 2026, its #28 holding.
Forte Asset Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
Forte Asset Management's iShares US Technology ETF position peaked at $4.85M in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.