FAM
Forte Asset Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Sell |
27,965
-6,435
| -19% | -$1.12M | 2.47% | 16 |
|
|
2025
Q1 | $4.83M | Buy |
34,400
+4,933
| +17% | +$693K | 2.43% | 15 |
|
|
2024
Q4 | $4.7M | Sell |
29,467
-2,033
| -6% | -$324K | 2.5% | 16 |
|
|
2024
Q3 | $4.78M | Buy |
31,500
+2,849
| +10% | +$432K | 2.55% | 14 |
|
|
2024
Q2 | $4.31M | Sell |
28,651
-1,190
| -4% | -$179K | 2.54% | 16 |
|
|
2024
Q1 | $4.03M | Sell |
29,841
-2,202
| -7% | -$297K | 2.44% | 18 |
|
|
2023
Q4 | $3.93M | Sell |
32,043
-2,883
| -8% | -$354K | 2.69% | 14 |
|
|
2023
Q3 | $3.67M | Buy |
34,926
+2,149
| +7% | +$226K | 2.46% | 17 |
|
|
2023
Q2 | $3.57M | Sell |
32,777
-3,778
| -10% | -$411K | 2.31% | 17 |
|
|
2023
Q1 | $3.39M | Buy |
36,555
+2,640
| +8% | +$245K | 2.24% | 18 |
|
|
2022
Q4 | $2.53M | Buy |
+33,915
| New | +$2.53M | 1.65% | 25 |
|