RSWM
Robertson Stephens Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
4,009
+204
| +5% | +$39.6K | 0.02% | 292 |
|
|
2025
Q1 | $716K | Buy |
3,805
+426
| +13% | +$80.2K | 0.02% | 303 |
|
|
2024
Q4 | $626K | Buy |
3,379
+2,131
| +171% | +$395K | 0.02% | 324 |
|
|
2024
Q3 | $237K | Buy |
+1,248
| New | +$237K | 0.01% | 565 |
|
|
2023
Q2 | – | Sell |
-2,569
| Closed | -$391K | – | 436 |
|
|
2023
Q1 | $391K | Sell |
2,569
-1,166
| -31% | -$178K | 0.03% | 327 |
|
|
2022
Q4 | $566K | Sell |
3,735
-4,355
| -54% | -$660K | 0.06% | 246 |
|
|
2022
Q3 | $1.1M | Buy |
8,090
+4,535
| +128% | +$617K | 0.11% | 141 |
|
|
2022
Q2 | $515K | Sell |
3,555
-20
| -0.6% | -$2.9K | 0.05% | 231 |
|
|
2022
Q1 | $593K | Sell |
3,575
-2,250
| -39% | -$373K | 0.05% | 234 |
|
|
2021
Q4 | $978K | Buy |
5,825
+2,529
| +77% | +$425K | 0.08% | 186 |
|
|
2021
Q3 | $515K | Buy |
+3,296
| New | +$515K | 0.06% | 202 |
|