RSWM
Robertson Stephens Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
14,358
-67
| -0.5% | -$11.6K | 0.08% | 160 |
|
|
2025
Q1 | $2.03M | Buy |
14,425
+443
| +3% | +$62.2K | 0.07% | 186 |
|
|
2024
Q4 | $2.23M | Sell |
13,982
-5,677
| -29% | -$906K | 0.08% | 183 |
|
|
2024
Q3 | $2.98M | Buy |
19,659
+5,732
| +41% | +$869K | 0.11% | 155 |
|
|
2024
Q2 | $2.1M | Buy |
13,927
+98
| +0.7% | +$14.7K | 0.11% | 147 |
|
|
2024
Q1 | $1.87M | Buy |
13,829
+1,380
| +11% | +$186K | 0.1% | 161 |
|
|
2023
Q4 | $1.53M | Buy |
12,449
+2,568
| +26% | +$315K | 0.09% | 168 |
|
|
2023
Q3 | $1.04M | Sell |
9,881
-5,969
| -38% | -$627K | 0.07% | 201 |
|
|
2023
Q2 | $1.73M | Buy |
15,850
+2,320
| +17% | +$253K | 0.12% | 143 |
|
|
2023
Q1 | $1.26M | Sell |
13,530
-648
| -5% | -$60.1K | 0.1% | 175 |
|
|
2022
Q4 | $1.06M | Buy |
+14,178
| New | +$1.06M | 0.1% | 169 |
|
|
2022
Q3 | – | Sell |
-3,157
| Closed | -$252K | – | 379 |
|
|
2022
Q2 | $252K | Sell |
3,157
-7,537
| -70% | -$602K | 0.02% | 317 |
|
|
2022
Q1 | $1.1M | Sell |
10,694
-195
| -2% | -$20.1K | 0.09% | 170 |
|
|
2021
Q4 | $1.25M | Buy |
10,889
+3,296
| +43% | +$378K | 0.11% | 156 |
|
|
2021
Q3 | $768K | Buy |
7,593
+1,646
| +28% | +$166K | 0.09% | 145 |
|
|
2021
Q2 | $591K | Sell |
5,947
-1,180
| -17% | -$117K | 0.07% | 194 |
|
|
2021
Q1 | $625K | Buy |
+7,127
| New | +$625K | 0.1% | 155 |
|
|
2020
Q4 | – | Sell |
-904
| Closed | -$272K | – | 256 |
|
|
2020
Q3 | $272K | Sell |
904
-127
| -12% | -$38.2K | 0.07% | 181 |
|
|
2020
Q2 | $278K | Sell |
1,031
-421
| -29% | -$114K | 0.08% | 149 |
|
|
2020
Q1 | $297K | Buy |
+1,452
| New | +$297K | 0.1% | 140 |
|