RSWM
Robertson Stephens Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
39,972
-6,149
| -13% | -$422K | 0.09% | 152 |
|
|
2025
Q1 | $2.87M | Sell |
46,121
-755
| -2% | -$47K | 0.1% | 155 |
|
|
2024
Q4 | $2.86M | Sell |
46,876
-3,349
| -7% | -$205K | 0.1% | 161 |
|
|
2024
Q3 | $3.34M | Buy |
50,225
+40,335
| +408% | +$2.69M | 0.12% | 145 |
|
|
2024
Q2 | $605K | Hold |
9,890
| – | – | 0.03% | 300 |
|
|
2024
Q1 | $626K | Sell |
9,890
-255
| -3% | -$16.1K | 0.03% | 303 |
|
|
2023
Q4 | $604K | Sell |
10,145
-55
| -0.5% | -$3.27K | 0.04% | 280 |
|
|
2023
Q3 | $567K | Sell |
10,200
-475
| -4% | -$26.4K | 0.04% | 286 |
|
|
2023
Q2 | $613K | Sell |
10,675
-5,135
| -32% | -$295K | 0.04% | 255 |
|
|
2023
Q1 | $894K | Hold |
15,810
| – | – | 0.07% | 209 |
|
|
2022
Q4 | $849K | Buy |
+15,810
| New | +$849K | 0.08% | 196 |
|