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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $768K | Buy |
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|
2021
Q2 | $591K | Sell |
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|
2021
Q1 | $625K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $297K | Buy |
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