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Robertson Stephens Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Robertson Stephens Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,859
Closed -$268K – 69
2017
Q2 		$268K Sell
1,859
-280
-13% -$40.4K 0.24% 58
2017
Q1 		$299K Sell
2,139
-351
-14% -$49.1K 0.27% 67
2016
Q4 		$331K Buy
+2,490
New +$331K 0.19% 104