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Robertson Stephens Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Robertson Stephens Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$590K Sell
2,991
-1,575
-34% -$311K 0.51% 39
2017
Q2 		$877K Hold
4,566
– – 0.79% 30
2017
Q1 		$860K Sell
4,566
-26
-0.6% -$4.9K 0.77% 33
2016
Q4 		$821K Buy
+4,592
New +$821K 0.47% 56