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iShares Dow Jones US Technology shares owned by Forte Asset Management

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Forte Asset Management from 13F filings

Historical chart of Forte Asset Management investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Forte Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Technology by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 32k 122.75
2023-09-30 $3.7M 35k 105.01
2023-06-30 $3.6M 33k 108.87
2023-03-31 $3.4M 37k 92.81
2022-12-31 $2.5M 34k 74.49

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Forte Asset Management

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates
RiverFront Investment Group
Two Sigma Investments

View all funds holding iShares Dow Jones US Technology