RWA
Ropes Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $620K | Sell |
5,909
-630
| -10% | -$66.1K | 0.12% | 135 |
|
|
2023
Q2 | $712K | Hold |
6,539
| – | – | 0.12% | 142 |
|
|
2023
Q1 | $607K | Hold |
6,539
| – | – | 0.11% | 160 |
|
|
2022
Q4 | $487K | Hold |
6,539
| – | – | 0.09% | 172 |
|
|
2022
Q3 | $480K | Hold |
6,539
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $523K | Buy |
6,539
+80
| +1% | +$6.4K | 0.11% | 166 |
|
|
2022
Q1 | $666K | Hold |
6,459
| – | – | 0.11% | 165 |
|
|
2021
Q4 | $742K | Hold |
6,459
| – | – | 0.13% | 132 |
|
|
2021
Q3 | $654K | Sell |
6,459
-700
| -10% | -$70.9K | 0.1% | 155 |
|
|
2021
Q2 | $712K | Hold |
7,159
| – | – | 0.11% | 144 |
|
|
2021
Q1 | $639K | Hold |
7,159
| – | – | 0.11% | 148 |
|
|
2020
Q4 | $609K | Buy |
7,159
+7,136
| +31,026% | +$607K | 0.09% | 141 |
|
|
2020
Q3 | $7K | Buy |
+23
| New | +$7K | ﹤0.01% | 541 |
|