Robertson Stephens Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$426K	Sell	2,349 -386	-14%	-$74.6K	0.01%	451
2025 Q4	$546K	Buy	2,735 +763	+39%	+$153K	0.02%	407
2025 Q3	$386K	Sell	1,972 -12,386	-86%	-$2.27M	0.01%	403
2025 Q2	$2.49M	Sell	14,358 -67	-0.5%	-$10.2K	0.09%	162
2025 Q1	$2.03M	Buy	14,425 +443	+3%	+$69K	0.08%	190
2024 Q4	$2.23M	Sell	13,982 -5,677	-29%	-$898K	0.08%	184
2024 Q3	$2.98M	Buy	19,659 +5,732	+41%	+$843K	0.11%	156
2024 Q2	$2.1M	Buy	13,927 +98	+0.7%	+$13.5K	0.11%	148
2024 Q1	$1.87M	Buy	13,829 +1,380	+11%	+$180K	0.1%	163
2023 Q4	$1.53M	Buy	12,449 +2,568	+26%	+$291K	0.1%	169
2023 Q3	$1.04M	Sell	9,881 -5,969	-38%	-$649K	0.07%	201
2023 Q2	$1.73M	Buy	15,850 +2,320	+17%	+$228K	0.13%	144
2023 Q1	$1.26M	Sell	13,530 -648	-5%	-$54.4K	0.1%	175
2022 Q4	$1.06M	Buy	+14,178	New	+$1.08M	0.1%	170
2022 Q3	–	Sell	-3,157	Closed	-$252K	–	381
2022 Q2	$252K	Sell	3,157 -7,537	-70%	-$667K	0.03%	319
2022 Q1	$1.1M	Sell	10,694 -195	-2%	-$19.9K	0.1%	171
2021 Q4	$1.25M	Buy	10,889 +3,296	+43%	+$366K	0.11%	157
2021 Q3	$768K	Buy	7,593 +1,646	+28%	+$172K	0.09%	146
2021 Q2	$591K	Sell	5,947 -1,180	-17%	-$110K	0.07%	194
2021 Q1	$625K	Buy	+7,127	New	+$624K	0.1%	155
2020 Q4	–	Sell	-3,616	Closed	-$272K	–	256
2020 Q3	$272K	Sell	3,616 -508	-12%	-$37.1K	0.07%	181
2020 Q2	$278K	Sell	4,124 -1,684	-29%	-$102K	0.08%	149
2020 Q1	$297K	Buy	+5,808	New	+$337K	0.1%	140