Robertson Stephens Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Sell |
|
|||||
|
2025
Q1 | $27M | Buy |
|
|||||
|
2024
Q4 | $28.4M | Sell |
|
|||||
|
2024
Q3 | $28.5M | Buy |
|
|||||
|
2024
Q2 | $26.7M | Sell |
|
|||||
|
2024
Q1 | $29.1M | Buy |
|
|||||
|
2023
Q4 | $25.6M | Buy |
|
|||||
|
2023
Q3 | $8.53M | Buy |
|
|||||
|
2023
Q2 | $5.98M | Buy |
|
|||||
|
2023
Q1 | $5.48M | Buy |
|
|||||
|
2022
Q4 | $4.91M | Sell |
|
|||||
|
2022
Q3 | $7.05M | Buy |
|
|||||
|
2022
Q2 | $3.61M | Sell |
|
|||||
|
2022
Q1 | $4.66M | Buy |
|
|||||
|
2021
Q4 | $654K | Sell |
|
|||||
|
2021
Q3 | $676K | Sell |
|
|||||
|
2021
Q2 | $740K | Sell |
|
|||||
|
2021
Q1 | $750K | Sell |
|
|||||
|
2020
Q4 | $840K | Sell |
|
|||||
|
2020
Q3 | $870K | Buy |
|
|||||
|
2020
Q2 | $776K | Sell |
|
|||||
|
2020
Q1 | $2.96M | Buy |
|
|||||
|
2019
Q4 | $274K | Hold |
|
|||||
|
2019
Q3 | $253K | Buy |
|