Robertson Stephens Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.67M	Buy	12,810 +153	+1%	+$33.6K	0.07%	181
2025 Q4	$2.84M	Buy	12,657 +6,242	+97%	+$1.41M	0.08%	173
2025 Q3	$1.43M	Hold	6,415	–	–	0.04%	215
2025 Q2	$1.27M	Sell	6,415 -53	-0.8%	-$9.17K	0.04%	239
2025 Q1	$1.04M	Buy	6,468 +53	+0.8%	+$9.5K	0.04%	262
2024 Q4	$1.19M	Sell	6,415 -8	-0.1%	-$1.46K	0.04%	241
2024 Q3	$1.12M	Buy	6,423 +8	+0.1%	+$1.35K	0.04%	262
2024 Q2	$1.1M	Sell	6,415 -1,785	-22%	-$282K	0.06%	214
2024 Q1	$1.28M	Sell	8,200 -83	-1%	-$12.5K	0.07%	203
2023 Q4	$1.19M	Buy	8,283 +1,191	+17%	+$158K	0.07%	204
2023 Q3	$872K	Hold	7,092	–	–	0.06%	226
2023 Q2	$926K	Hold	7,092	–	–	0.07%	200
2023 Q1	$808K	Buy	7,092 +3,562	+101%	+$372K	0.06%	222
2022 Q4	$334K	Buy	+3,530	New	+$341K	0.03%	318
2022 Q3	–	Sell	-2,489	Closed	-$240K	–	373
2022 Q2	$240K	Buy	+2,489	New	+$265K	0.02%	326