RFP
RCS Financial Planning’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
8,323
+117
| +1% | +$20.3K | 0.72% | 30 |
|
|
2025
Q1 | $1.15M | Buy |
8,206
+433
| +6% | +$60.8K | 0.61% | 33 |
|
|
2024
Q4 | $1.24M | Sell |
7,773
-132
| -2% | -$21.1K | 0.66% | 32 |
|
|
2024
Q3 | $1.2M | Sell |
7,905
-531
| -6% | -$80.5K | 0.67% | 30 |
|
|
2024
Q2 | $1.27M | Buy |
8,436
+877
| +12% | +$132K | 0.75% | 27 |
|
|
2024
Q1 | $1.02M | Sell |
7,559
-3,072
| -29% | -$415K | 0.63% | 36 |
|
|
2023
Q4 | $1.3M | Buy |
10,631
+3,972
| +60% | +$488K | 0.85% | 28 |
|
|
2023
Q3 | $699K | Sell |
6,659
-2,284
| -26% | -$240K | 0.53% | 35 |
|
|
2023
Q2 | $974K | Buy |
8,943
+1,211
| +16% | +$132K | 0.8% | 30 |
|
|
2023
Q1 | $718K | Buy |
7,732
+2,097
| +37% | +$195K | 0.64% | 32 |
|
|
2022
Q4 | $420K | Buy |
+5,635
| New | +$420K | 0.41% | 41 |
|