Fortitude Family Office’s iShares US Technology ETF IYW Stock Holding History

Fortitude Family Office’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	$5.84M	Sell	32,215 -83	-0.3%	-$16K	1.31%	20
2025 Q4	$6.45M	Sell	32,298 -3,055	-9%	-$611K	1.5%	17
2025 Q3	$6.92M	Buy	35,353 +34,921	+8,084%	+$6.39M	1.86%	14
2025 Q2	$74.9K	Sell	432 -192	-31%	-$29.1K	0.02%	193
2025 Q1	$87.6K	Hold	624	–	–	0.03%	166
2024 Q4	$99.5K	Hold	624	–	–	0.04%	177
2024 Q3	$94.6K	Buy	624 +536	+609%	+$78.8K	0.04%	163
2024 Q2	$13.2K	Hold	88	–	–	0.01%	364
2024 Q1	$11.9K	Sell	88 -101	-53%	-$13.1K	0.01%	364
2023 Q4	$23.2K	Buy	+189	New	+$21.4K	0.02%	274

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fortitude Family Office's IYW Position: Q1 2026 in Review

Fortitude Family Office reduced its iShares US Technology ETF (IYW) stake by 0.26% in Q1 2026, selling an estimated $16K and leaving 32,215 shares worth $5.84M. The position accounts for 1.31% of the portfolio, ranked #20.

Fortitude Family Office first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.92M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Fortitude Family Office held 32,215 shares of iShares US Technology ETF worth $5.84M as of Q1 2026.
Fortitude Family Office sold 83 iShares US Technology ETF shares in Q1 2026, an estimated $16K.
iShares US Technology ETF made up 1.31% of Fortitude Family Office's portfolio in Q1 2026, its #20 holding.
Fortitude Family Office first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's iShares US Technology ETF position peaked at $6.92M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.