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

Fortis Group 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
2026 Q2	$1.36M	Sell	5,390 -5	-0.1%	-$1.15K	0.22%	114
2026 Q1	$1.18M	Sell	5,395 -9	-0.2%	-$1.74K	0.19%	128
2025 Q4	$1.07M	Buy	5,404 +1	+0%	+$200	0.18%	137
2025 Q3	$1.12M	Sell	5,403 -12	-0.2%	-$2.19K	0.19%	111
2025 Q2	$982K	Sell	5,415 -1,244	-19%	-$189K	0.18%	114
2025 Q1	$935K	Sell	6,659 -5,439	-45%	-$847K	0.18%	111
2024 Q4	$1.93M	Buy	12,098 +3,181	+36%	+$503K	0.36%	71
2024 Q3	$1.35M	Buy	8,917 +267	+3%	+$39.3K	0.25%	80
2024 Q2	$1.3M	Buy	8,650 +3,034	+54%	+$419K	0.26%	67
2024 Q1	$758K	Sell	5,616 -102	-2%	-$13.3K	0.14%	104
2023 Q4	$542K	Buy	5,718 +180	+3%	+$20.4K	0.13%	69
2023 Q3	$516K	Buy	5,538 +177	+3%	+$19.2K	0.16%	65
2023 Q2	$584K	Buy	5,361 +3	+0.1%	+$295	0.15%	78
2023 Q1	$499K	Buy	+5,358	New	+$450K	0.15%	71
2020 Q3	$523K	Buy	+6,948	New	+$507K	0.1%	99

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fortis Group Advisors's IYW Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares US Technology ETF (IYW) stake by 0.09% in Q2 2026, selling an estimated $1.15K and leaving 5,390 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #114.

Fortis Group Advisors first reported a position in IYW in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.93M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fortis Group Advisors held 5,390 shares of iShares US Technology ETF worth $1.36M as of Q2 2026.
Fortis Group Advisors sold 5 iShares US Technology ETF shares in Q2 2026, an estimated $1.15K.
iShares US Technology ETF made up 0.22% of Fortis Group Advisors's portfolio in Q2 2026, its #114 holding.
Fortis Group Advisors first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares US Technology ETF position peaked at $1.93M in Q4 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.