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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Forte Asset Management's IYW Position: Q1 2026 in Review

Forte Asset Management reduced its iShares US Technology ETF (IYW) stake by 22% in Q1 2026, selling an estimated $913K and leaving 16,409 shares worth $2.98M. The position accounts for 1.31% of the portfolio, ranked #30.

Forte Asset Management first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.85M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Forte Asset Management held 16,409 shares of iShares US Technology ETF worth $2.98M as of Q1 2026.
  • Forte Asset Management sold 4,724 iShares US Technology ETF shares in Q1 2026, an estimated $913K.
  • iShares US Technology ETF made up 1.31% of Forte Asset Management's portfolio in Q1 2026, its #30 holding.
  • Forte Asset Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • Forte Asset Management's iShares US Technology ETF position peaked at $4.85M in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.