Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $712K | Hold |
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|
2023
Q1 | $607K | Hold |
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $480K | Hold |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $742K | Hold |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $712K | Hold |
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|
2021
Q1 | $639K | Hold |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $7K | Buy |
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