RFA
Rollins Financial Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
69,542
+2,474
| +4% | +$429K | 1.92% | 13 |
|
|
2025
Q1 | $9.42M | Sell |
67,068
-3,480
| -5% | -$489K | 1.64% | 14 |
|
|
2024
Q4 | $11.3M | Sell |
70,548
-7,520
| -10% | -$1.2M | 1.76% | 13 |
|
|
2024
Q3 | $11.8M | Sell |
78,068
-5,673
| -7% | -$860K | 1.96% | 11 |
|
|
2024
Q2 | $12.6M | Sell |
83,741
-1,033
| -1% | -$155K | 2.16% | 10 |
|
|
2024
Q1 | $11.4M | Buy |
84,774
+15
| +0% | +$2.03K | 2.16% | 10 |
|
|
2023
Q4 | $10.4M | Buy |
+84,759
| New | +$10.4M | 2.17% | 10 |
|