RSWM
Robertson Stephens Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Sell |
87,297
-804
| -0.9% | -$273K | 0.94% | 17 |
|
|
2025
Q1 | $27M | Buy |
88,101
+33
| +0% | +$10.1K | 0.93% | 19 |
|
|
2024
Q4 | $28.4M | Sell |
88,068
-2,569
| -3% | -$828K | 1% | 18 |
|
|
2024
Q3 | $28.5M | Buy |
90,637
+775
| +0.9% | +$244K | 1.03% | 18 |
|
|
2024
Q2 | $26.7M | Sell |
89,862
-11,198
| -11% | -$3.33M | 1.35% | 14 |
|
|
2024
Q1 | $29.1M | Buy |
101,060
+3,473
| +4% | +$1M | 1.54% | 11 |
|
|
2023
Q4 | $25.6M | Buy |
97,587
+61,437
| +170% | +$16.1M | 1.56% | 13 |
|
|
2023
Q3 | $8.53M | Buy |
36,150
+11,615
| +47% | +$2.74M | 0.58% | 36 |
|
|
2023
Q2 | $5.98M | Buy |
24,535
+222
| +0.9% | +$54.1K | 0.42% | 49 |
|
|
2023
Q1 | $5.48M | Buy |
24,313
+997
| +4% | +$225K | 0.42% | 47 |
|
|
2022
Q4 | $4.91M | Sell |
23,316
-12,423
| -35% | -$2.62M | 0.48% | 49 |
|
|
2022
Q3 | $7.05M | Buy |
35,739
+18,348
| +106% | +$3.62M | 0.74% | 31 |
|
|
2022
Q2 | $3.61M | Sell |
17,391
-1,234
| -7% | -$256K | 0.34% | 59 |
|
|
2022
Q1 | $4.66M | Buy |
18,625
+16,152
| +653% | +$4.04M | 0.39% | 48 |
|
|
2021
Q4 | $654K | Sell |
2,473
-324
| -12% | -$85.7K | 0.06% | 232 |
|
|
2021
Q3 | $676K | Sell |
2,797
-260
| -9% | -$62.8K | 0.08% | 165 |
|
|
2021
Q2 | $740K | Sell |
3,057
-296
| -9% | -$71.7K | 0.09% | 165 |
|
|
2021
Q1 | $750K | Sell |
3,353
-614
| -15% | -$137K | 0.12% | 134 |
|
|
2020
Q4 | $840K | Sell |
3,967
-686
| -15% | -$145K | 0.18% | 95 |
|
|
2020
Q3 | $870K | Buy |
4,653
+129
| +3% | +$24.1K | 0.21% | 89 |
|
|
2020
Q2 | $776K | Sell |
4,524
-16,382
| -78% | -$2.81M | 0.22% | 79 |
|
|
2020
Q1 | $2.96M | Buy |
20,906
+19,370
| +1,261% | +$2.74M | 1.01% | 26 |
|
|
2019
Q4 | $274K | Hold |
1,536
| – | – | 0.14% | 90 |
|
|
2019
Q3 | $253K | Buy |
+1,536
| New | +$253K | 0.13% | 110 |
|