FA
IYW icon

Fortis Advisors’s iShares US Technology ETF IYW Stock Holding History

Fortis Advisors’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
2023
Q2 		– Sell
-482
Closed -$44.7K – 171
2023
Q1 		$44.7K Buy
482
+21
+5% +$1.76K 0.03% 162
2022
Q4 		$34.3K Buy
+461
New +$35.3K 0.03% 165
2022
Q2 		– Sell
-280
Closed -$29K – 301
2022
Q1 		$29K Sell
280
-9
-3% -$919 0.02% 201
2021
Q4 		$33K Buy
289
+19
+7% +$2.11K 0.02% 175
2021
Q3 		$27K Buy
+270
New +$28.2K 0.02% 193
2020
Q4 		– Sell
-4,172
Closed -$314K – 182
2020
Q3 		$314K Buy
4,172
+4
+0.1% +$292 0.29% 41
2020
Q2 		$281K Buy
4,168
+24
+0.6% +$1.45K 0.28% 46
2020
Q1 		$212K Buy
+4,144
New +$240K 0.14% 73

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fortis Advisors's IYW Position: Q2 2023 in Review

Fortis Advisors sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 482 shares — an estimated $44.7K sold.

Fortis Advisors first reported a position in IYW in Q1 2020 and held it in 8 quarters. The position peaked at $314K in Q3 2020. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Fortis Advisors reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 482 iShares US Technology ETF shares in Q2 2023, an estimated $44.7K.
  • Fortis Advisors first reported a position in iShares US Technology ETF in Q1 2020 and held it in 8 quarters.
  • Fortis Advisors's iShares US Technology ETF position peaked at $314K in Q3 2020.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.