RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Hold |
9,146
| – | – | 0.02% | 279 |
|
|
2025
Q4 | $1.83M | Sell |
9,146
-145
| -2% | -$29K | 0.02% | 269 |
|
|
2025
Q3 | $1.82M | Sell |
9,291
-82
| -0.9% | -$15K | 0.02% | 267 |
|
|
2025
Q2 | $1.62M | Sell |
9,373
-488
| -5% | -$74K | 0.02% | 269 |
|
|
2025
Q1 | $1.38M | Hold |
9,861
| – | – | 0.02% | 277 |
|
|
2024
Q4 | $1.57M | Sell |
9,861
-699
| -7% | -$111K | 0.02% | 274 |
|
|
2024
Q3 | $1.6M | Buy |
10,560
+102
| +1% | +$15K | 0.02% | 266 |
|
|
2024
Q2 | $1.57M | Hold |
10,458
| – | – | 0.02% | 258 |
|
|
2024
Q1 | $1.41M | Hold |
10,458
| – | – | 0.02% | 267 |
|
|
2023
Q4 | $1.28M | Buy |
10,458
+4,602
| +79% | +$521K | 0.02% | 264 |
|
|
2023
Q3 | $614K | Hold |
5,856
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $638K | Sell |
5,856
-740
| -11% | -$72.7K | 0.01% | 202 |
|
|
2023
Q1 | $612K | Hold |
6,596
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $511K | Sell |
6,596
-3,090
| -32% | -$236K | 0.01% | 169 |
|
|
2022
Q3 | $711K | Sell |
9,686
-100
| -1% | -$8.48K | 0.05% | 142 |
|
|
2022
Q2 | $782K | Sell |
9,786
-810
| -8% | -$71.7K | 0.05% | 138 |
|
|
2022
Q1 | $1.09M | Hold |
10,596
| – | – | 0.07% | 129 |
|
|
2021
Q4 | $1.22M | Hold |
10,596
| – | – | 0.08% | 122 |
|
|
2021
Q3 | $1.07M | Hold |
10,596
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $1.05M | Sell |
10,596
-450
| -4% | -$42K | 0.08% | 120 |
|
|
2021
Q1 | $969K | Sell |
11,046
-140
| -1% | -$12.3K | 0.08% | 120 |
|
|
2020
Q4 | $952K | Sell |
11,186
-7,322
| -40% | -$585K | 0.08% | 120 |
|
|
2020
Q3 | $1.39M | Sell |
18,508
-40
| -0.2% | -$2.92K | 0.15% | 92 |
|
|
2020
Q2 | $1.25M | Sell |
18,548
-3,576
| -16% | -$216K | 0.15% | 91 |
|
|
2020
Q1 | $1.13M | Sell |
22,124
-6,648
| -23% | -$385K | 0.16% | 89 |
|
|
2019
Q4 | $1.67M | Sell |
28,772
-368
| -1% | -$20K | 0.17% | 99 |
|
|
2019
Q3 | $1.49M | Sell |
29,140
-384
| -1% | -$19.5K | 0.16% | 102 |
|
|
2019
Q2 | $1.46M | Sell |
29,524
-32,976
| -53% | -$1.61M | 0.16% | 97 |
|
|
2019
Q1 | $2.98M | Buy |
62,500
+31,656
| +103% | +$1.41M | 0.34% | 73 |
|
|
2018
Q4 | $1.23M | Sell |
30,844
-117,896
| -79% | -$5.11M | 0.16% | 103 |
|
|
2018
Q3 | $7.21M | Sell |
148,740
-9,580
| -6% | -$453K | 0.81% | 29 |
|
|
2018
Q2 | $7.06M | Sell |
158,320
-15,156
| -9% | -$670K | 0.79% | 32 |
|
|
2018
Q1 | $7.29M | Sell |
173,476
-11,920
| -6% | -$513K | 0.94% | 23 |
|
|
2017
Q4 | $7.54M | Buy |
185,396
+62,136
| +50% | +$2.49M | 0.85% | 26 |
|
|
2017
Q3 | $4.62M | Sell |
123,260
-112,032
| -48% | -$4.1M | 0.52% | 54 |
|
|
2017
Q2 | $8.22M | Sell |
235,292
-89,172
| -27% | -$3.13M | 1.01% | 24 |
|
|
2017
Q1 | $11M | Buy |
+324,464
| New | +$10.5M | 1.44% | 15 |
|
Other funds holding IYW
PCH
RIG