RWP
RWA Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
9,373
-488
| -5% | -$84.6K | 0.02% | 269 |
|
|
2025
Q1 | $1.38M | Hold |
9,861
| – | – | 0.02% | 277 |
|
|
2024
Q4 | $1.57M | Sell |
9,861
-699
| -7% | -$112K | 0.02% | 274 |
|
|
2024
Q3 | $1.6M | Buy |
10,560
+102
| +1% | +$15.5K | 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% | +$565K | 0.02% | 264 |
|
|
2023
Q3 | $614K | Hold |
5,856
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $638K | Sell |
5,856
-740
| -11% | -$80.6K | 0.01% | 202 |
|
|
2023
Q1 | $612K | Hold |
6,596
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $511K | Sell |
6,596
-3,090
| -32% | -$239K | 0.01% | 169 |
|
|
2022
Q3 | $711K | Sell |
9,686
-100
| -1% | -$7.34K | 0.05% | 142 |
|
|
2022
Q2 | $782K | Sell |
9,786
-810
| -8% | -$64.7K | 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% | -$44.7K | 0.08% | 120 |
|
|
2021
Q1 | $969K | Sell |
11,046
-140
| -1% | -$12.3K | 0.08% | 120 |
|
|
2020
Q4 | $952K | Buy |
11,186
+6,559
| +142% | +$558K | 0.08% | 120 |
|
|
2020
Q3 | $1.39M | Sell |
4,627
-10
| -0.2% | -$3.01K | 0.15% | 92 |
|
|
2020
Q2 | $1.25M | Sell |
4,637
-894
| -16% | -$241K | 0.15% | 91 |
|
|
2020
Q1 | $1.13M | Sell |
5,531
-1,662
| -23% | -$340K | 0.16% | 89 |
|
|
2019
Q4 | $1.67M | Sell |
7,193
-92
| -1% | -$21.4K | 0.17% | 99 |
|
|
2019
Q3 | $1.49M | Sell |
7,285
-96
| -1% | -$19.6K | 0.16% | 102 |
|
|
2019
Q2 | $1.46M | Sell |
7,381
-8,244
| -53% | -$1.63M | 0.16% | 97 |
|
|
2019
Q1 | $2.98M | Buy |
15,625
+7,914
| +103% | +$1.51M | 0.34% | 73 |
|
|
2018
Q4 | $1.23M | Sell |
7,711
-29,474
| -79% | -$4.71M | 0.16% | 103 |
|
|
2018
Q3 | $7.22M | Sell |
37,185
-2,395
| -6% | -$465K | 0.81% | 29 |
|
|
2018
Q2 | $7.06M | Sell |
39,580
-3,789
| -9% | -$675K | 0.79% | 32 |
|
|
2018
Q1 | $7.3M | Sell |
43,369
-2,980
| -6% | -$501K | 0.94% | 23 |
|
|
2017
Q4 | $7.54M | Buy |
46,349
+15,534
| +50% | +$2.53M | 0.85% | 26 |
|
|
2017
Q3 | $4.62M | Sell |
30,815
-28,008
| -48% | -$4.2M | 0.52% | 54 |
|
|
2017
Q2 | $8.22M | Sell |
58,823
-22,293
| -27% | -$3.11M | 1.01% | 24 |
|
|
2017
Q1 | $11M | Buy |
+81,116
| New | +$11M | 1.44% | 15 |
|