Forthright Family Wealth Advisory’s iShares US Technology ETF IYW Stock Holding History

Forthright Family Wealth Advisory’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	$6.4M	Sell	25,388 -4,880	-16%	-$1.12M	3.62%	10
2026 Q1	$4.09M	Buy	30,268 +3,991	+15%	+$771K	2.74%	9
2025 Q4	$5.25M	Buy	26,277 +452	+2%	+$90.4K	3.3%	11
2025 Q3	$5.06M	Buy	25,825 +890	+4%	+$163K	3.11%	11
2025 Q2	$4.32M	Sell	24,935 -678	-3%	-$103K	2.74%	11
2025 Q1	$3.6M	Buy	25,613 +579	+2%	+$90.2K	2.38%	12
2024 Q4	$3.99M	Sell	25,034 -2,514	-9%	-$398K	2.6%	11
2024 Q3	$4.56M	Sell	27,548 -2,844	-9%	-$418K	2.93%	10
2024 Q2	$4.57M	Buy	30,392 +124	+0.4%	+$17.1K	2.95%	8
2024 Q1	$4.09M	Buy	30,268 +1,099	+4%	+$143K	2.74%	9
2023 Q4	$3.58M	Buy	+29,169	New	+$3.3M	2.8%	10

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Forthright Family Wealth Advisory's IYW Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its iShares US Technology ETF (IYW) stake by 16% in Q2 2026, selling an estimated $1.12M and leaving 25,388 shares worth $6.4M. The position accounts for 3.62% of the portfolio, ranked #10.

Forthright Family Wealth Advisory first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Forthright Family Wealth Advisory held 25,388 shares of iShares US Technology ETF worth $6.4M as of Q2 2026.
Forthright Family Wealth Advisory sold 4,880 iShares US Technology ETF shares in Q2 2026, an estimated $1.12M.
iShares US Technology ETF made up 3.62% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #10 holding.
Forthright Family Wealth Advisory first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.