RSWM
Robertson Stephens Wealth Management’s iShares Europe ETF IEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.1M | Buy |
33,125
+3,452
| +12% | +$218K | 0.07% | 181 |
|
2025
Q1 | $1.73M | Sell |
29,673
-5,011
| -14% | -$292K | 0.06% | 203 |
|
2024
Q4 | $1.81M | Buy |
34,684
+3,376
| +11% | +$176K | 0.06% | 205 |
|
2024
Q3 | $1.82M | Buy |
31,308
+3,700
| +13% | +$216K | 0.07% | 204 |
|
2024
Q2 | $1.51M | Buy |
27,608
+2,274
| +9% | +$125K | 0.08% | 171 |
|
2024
Q1 | $1.41M | Sell |
25,334
-215
| -0.8% | -$12K | 0.07% | 187 |
|
2023
Q4 | $1.35M | Sell |
25,549
-836
| -3% | -$44.2K | 0.08% | 187 |
|
2023
Q3 | $1.26M | Buy |
26,385
+744
| +3% | +$35.5K | 0.08% | 184 |
|
2023
Q2 | $1.3M | Hold |
25,641
| – | – | 0.09% | 167 |
|
2023
Q1 | $1.28M | Sell |
25,641
-6,505
| -20% | -$325K | 0.1% | 172 |
|
2022
Q4 | $1.46M | Sell |
32,146
-8,791
| -21% | -$398K | 0.14% | 136 |
|
2022
Q3 | $1.55M | Buy |
+40,937
| New | +$1.55M | 0.16% | 111 |
|