RSWM
Robertson Stephens Wealth Management’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
7,515
-52,661
| -88% | -$4.87M | 0.02% | 314 |
|
|
2025
Q1 | $5.55M | Buy |
60,176
+13,638
| +29% | +$1.26M | 0.19% | 97 |
|
|
2024
Q4 | $4.31M | Sell |
46,538
-36,115
| -44% | -$3.34M | 0.15% | 123 |
|
|
2024
Q3 | $7.89M | Buy |
82,653
+14,594
| +21% | +$1.39M | 0.29% | 76 |
|
|
2024
Q2 | $6M | Sell |
68,059
-16,266
| -19% | -$1.43M | 0.3% | 58 |
|
|
2024
Q1 | $7.63M | Buy |
84,325
+27,568
| +49% | +$2.49M | 0.4% | 43 |
|
|
2023
Q4 | $4.79M | Sell |
56,757
-8,855
| -13% | -$747K | 0.29% | 59 |
|
|
2023
Q3 | $4.93M | Buy |
65,612
+20,742
| +46% | +$1.56M | 0.33% | 66 |
|
|
2023
Q2 | $3.51M | Sell |
44,870
-18,884
| -30% | -$1.48M | 0.25% | 88 |
|
|
2023
Q1 | $4.7M | Sell |
63,754
-20,992
| -25% | -$1.55M | 0.36% | 59 |
|
|
2022
Q4 | $5.99M | Buy |
+84,746
| New | +$5.99M | 0.58% | 40 |
|