RSWM
Robertson Stephens Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
29,381
+26,148
| +809% | +$1.99M | 0.07% | 173 |
|
|
2025
Q1 | $223K | Hold |
3,233
| – | – | 0.01% | 502 |
|
|
2024
Q4 | $208K | Buy |
3,233
+1
| +0% | +$64 | 0.01% | 536 |
|
|
2024
Q3 | $229K | Hold |
3,232
| – | – | 0.01% | 574 |
|
|
2024
Q2 | $212K | Sell |
3,232
-536
| -14% | -$35.2K | 0.01% | 467 |
|
|
2024
Q1 | $253K | Sell |
3,768
-4,840
| -56% | -$325K | 0.01% | 449 |
|
|
2023
Q4 | $548K | Sell |
8,608
-2,135
| -20% | -$136K | 0.03% | 296 |
|
|
2023
Q3 | $626K | Buy |
+10,743
| New | +$626K | 0.04% | 269 |
|