IWM
Iams Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
954
-48
| -5% | -$27.2K | 0.25% | 107 |
|
|
2025
Q1 | $591K | Buy |
1,002
+84
| +9% | +$49.5K | 0.27% | 104 |
|
|
2024
Q4 | $477K | Buy |
918
+277
| +43% | +$144K | 0.22% | 112 |
|
|
2024
Q3 | $357K | Buy |
641
+223
| +53% | +$124K | 0.18% | 117 |
|
|
2024
Q2 | $236K | Buy |
+418
| New | +$236K | 0.13% | 128 |
|