RSWM
Robertson Stephens Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3M | Sell |
80,887
-14,879
| -16% | -$6.32M | 1.09% | 14 |
|
|
2025
Q1 | $34.6M | Sell |
95,766
-28,888
| -23% | -$10.4M | 1.19% | 13 |
|
|
2024
Q4 | $50.1M | Buy |
124,654
+895
| +0.7% | +$359K | 1.77% | 11 |
|
|
2024
Q3 | $46.5M | Sell |
123,759
-160
| -0.1% | -$60.1K | 1.68% | 11 |
|
|
2024
Q2 | $45.2M | Buy |
123,919
+90
| +0.1% | +$32.8K | 2.27% | 6 |
|
|
2024
Q1 | $41.7M | Buy |
123,829
+5,658
| +5% | +$1.91M | 2.21% | 7 |
|
|
2023
Q4 | $35.8M | Buy |
118,171
+10,434
| +10% | +$3.16M | 2.18% | 7 |
|
|
2023
Q3 | $28.7M | Buy |
107,737
+1,278
| +1% | +$341K | 1.94% | 8 |
|
|
2023
Q2 | $29.3M | Buy |
106,459
+15,994
| +18% | +$4.4M | 2.07% | 7 |
|
|
2023
Q1 | $22.1M | Buy |
90,465
+61,970
| +217% | +$15.1M | 1.7% | 10 |
|
|
2022
Q4 | $6.1M | Sell |
28,495
-7,599
| -21% | -$1.63M | 0.59% | 38 |
|
|
2022
Q3 | $7.59M | Buy |
36,094
+9,399
| +35% | +$1.98M | 0.79% | 28 |
|
|
2022
Q2 | $5.84M | Sell |
26,695
-950
| -3% | -$208K | 0.55% | 36 |
|
|
2022
Q1 | $7.68M | Sell |
27,645
-4,036
| -13% | -$1.12M | 0.64% | 28 |
|
|
2021
Q4 | $9.68M | Buy |
31,681
+9,452
| +43% | +$2.89M | 0.81% | 27 |
|
|
2021
Q3 | $6.09M | Buy |
22,229
+1,856
| +9% | +$509K | 0.69% | 34 |
|
|
2021
Q2 | $5.53M | Sell |
20,373
-200
| -1% | -$54.3K | 0.66% | 34 |
|
|
2021
Q1 | $5M | Sell |
20,573
-92
| -0.4% | -$22.4K | 0.8% | 28 |
|
|
2020
Q4 | $4.98M | Sell |
20,665
-85
| -0.4% | -$20.5K | 1.04% | 23 |
|
|
2020
Q3 | $4.5M | Buy |
20,750
+3,719
| +22% | +$807K | 1.11% | 20 |
|
|
2020
Q2 | $3.27M | Buy |
17,031
+338
| +2% | +$64.9K | 0.94% | 25 |
|
|
2020
Q1 | $2.52M | Buy |
16,693
+97
| +0.6% | +$14.6K | 0.86% | 32 |
|
|
2019
Q4 | $2.92M | Buy |
16,596
+14
| +0.1% | +$2.46K | 1.47% | 17 |
|
|
2019
Q3 | $2.65M | Buy |
16,582
+1,140
| +7% | +$182K | 1.34% | 19 |
|
|
2019
Q2 | $2.43M | Buy |
15,442
+16
| +0.1% | +$2.52K | 2.36% | 13 |
|
|
2019
Q1 | $2.34M | Buy |
15,426
+17
| +0.1% | +$2.57K | 2% | 16 |
|
|
2018
Q4 | $2.02M | Buy |
+15,409
| New | +$2.02M | 2.02% | 17 |
|