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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$982K Sell
2025
Q1
$935K Sell
2024
Q4
$1.93M Buy
2024
Q3
$1.35M Buy
2024
Q2
$1.3M Buy
2024
Q1
$758K Sell
2023
Q4
$542K Buy
2023
Q3
$516K Buy
2023
Q2
$584K Buy
2023
Q1
$499K Buy
2020
Q3
$523K Buy