iShares Dow Jones US Technology shares owned by Forthright Family Wealth Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Forthright Family Wealth Advisory
from 13F filings
Historical chart of Forthright Family Wealth Advisory investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by Forthright Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 26k | 195.86 |
| 2025-06-30 | $4.3M | 25k | 173.27 |
| 2025-03-31 | $3.6M | 26k | 140.44 |
| 2024-12-31 | $4.0M | 25k | 159.52 |
| 2024-09-30 | $4.6M | 28k | 165.43 |
| 2024-06-30 | $4.6M | 30k | 150.50 |
| 2024-03-31 | $4.1M | 30k | 135.06 |
| 2023-12-31 | $3.6M | 29k | 122.75 |
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