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 Q2	$8.13M	Hold	32,215	–	–	1.57%	17
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 $1.89T 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

Fortitude Family Office's IYW Position: Q2 2026 in Review

Fortitude Family Office held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 32,215 shares worth $8.13M. The position accounts for 1.57% of the portfolio, ranked #17.

Fortitude Family Office first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fortitude Family Office held 32,215 shares of iShares US Technology ETF worth $8.13M as of Q2 2026.
Fortitude Family Office left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 1.57% of Fortitude Family Office's portfolio in Q2 2026, its #17 holding.
Fortitude Family Office first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.