RSA
Robertson Stephens Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.27M | Sell |
8,545
-771
| -8% | -$114K | 1.09% | 23 |
|
|
2017
Q2 | $1.31M | Sell |
9,316
-316
| -3% | -$44.5K | 1.18% | 21 |
|
|
2017
Q1 | $1.32M | Sell |
9,632
-120
| -1% | -$16.5K | 1.18% | 20 |
|
|
2016
Q4 | $1.32M | Buy |
+9,752
| New | +$1.32M | 0.75% | 36 |
|