Fountainhead AM’s iShares US Technology ETF IYW Stock Holding History

Fountainhead AM’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
2025 Q4	–	Sell	-6,042	Closed	-$1.18M	–	207
2025 Q3	$1.18M	Buy	6,042 +159	+3%	+$29.1K	0.16%	65
2025 Q2	$1.02M	Buy	5,883 +821	+16%	+$124K	0.15%	65
2025 Q1	$711K	Buy	5,062 +3,599	+246%	+$561K	0.12%	66
2024 Q4	$233K	Hold	1,463	–	–	0.04%	148
2024 Q3	$222K	Buy	1,463 +1	+0.1%	+$147	0.05%	129
2024 Q2	$220K	Buy	+1,462	New	+$202K	0.05%	124
2022 Q1	–	Sell	-1,811	Closed	-$208K	–	77
2021 Q4	$208K	Buy	+1,811	New	+$201K	0.09%	73

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fountainhead AM's IYW Position: Q4 2025 in Review

Fountainhead AM sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 6,042 shares — an estimated $1.18M sold.

Fountainhead AM first reported a position in IYW in Q4 2021 and held it in 7 quarters. The position peaked at $1.18M in Q3 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Fountainhead AM reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 6,042 iShares US Technology ETF shares in Q4 2025, an estimated $1.18M.
Fountainhead AM first reported a position in iShares US Technology ETF in Q4 2021 and held it in 7 quarters.
Fountainhead AM's iShares US Technology ETF position peaked at $1.18M in Q3 2025.
1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.