Robertson Stephens Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.8M | Sell |
317,220
-3,868
| -1% | -$439K | 0.95% | 18 |
|
|
2025
Q4 | $38M | Sell |
321,088
-2,436
| -0.8% | -$289K | 1.07% | 20 |
|
|
2025
Q3 | $37.9M | Sell |
323,524
-24
| -0% | -$2.67K | 1.14% | 15 |
|
|
2025
Q2 | $34.3M | Sell |
323,548
-59,516
| -16% | -$5.69M | 1.19% | 16 |
|
|
2025
Q1 | $34.6M | Sell |
383,064
-115,552
| -23% | -$11.4M | 1.29% | 15 |
|
|
2024
Q4 | $50.1M | Buy |
498,616
+3,580
| +0.7% | +$352K | 1.78% | 11 |
|
|
2024
Q3 | $46.5M | Sell |
495,036
-640
| -0.1% | -$58K | 1.71% | 11 |
|
|
2024
Q2 | $45.2M | Buy |
495,676
+360
| +0.1% | +$30.7K | 2.36% | 7 |
|
|
2024
Q1 | $41.7M | Buy |
495,316
+22,632
| +5% | +$1.82M | 2.28% | 7 |
|
|
2023
Q4 | $35.8M | Buy |
472,684
+41,736
| +10% | +$2.95M | 2.24% | 8 |
|
|
2023
Q3 | $28.7M | Buy |
430,948
+5,112
| +1% | +$353K | 1.94% | 8 |
|
|
2023
Q2 | $29.3M | Buy |
425,836
+63,976
| +18% | +$4.07M | 2.14% | 8 |
|
|
2023
Q1 | $22.1M | Buy |
361,860
+247,880
| +217% | +$14.3M | 1.7% | 10 |
|
|
2022
Q4 | $6.1M | Sell |
113,980
-30,396
| -21% | -$1.67M | 0.6% | 38 |
|
|
2022
Q3 | $7.59M | Buy |
144,376
+37,596
| +35% | +$2.21M | 0.85% | 30 |
|
|
2022
Q2 | $5.84M | Sell |
106,780
-3,800
| -3% | -$228K | 0.58% | 38 |
|
|
2022
Q1 | $7.67M | Sell |
110,580
-16,144
| -13% | -$1.1M | 0.66% | 29 |
|
|
2021
Q4 | $9.68M | Buy |
126,724
+37,808
| +43% | +$2.8M | 0.83% | 28 |
|
|
2021
Q3 | $6.09M | Buy |
88,916
+7,424
| +9% | +$525K | 0.71% | 35 |
|
|
2021
Q2 | $5.53M | Sell |
81,492
-800
| -1% | -$51.6K | 0.66% | 34 |
|
|
2021
Q1 | $5M | Sell |
82,292
-368
| -0.4% | -$22.4K | 0.8% | 28 |
|
|
2020
Q4 | $4.98M | Sell |
82,660
-340
| -0.4% | -$19.4K | 1.04% | 23 |
|
|
2020
Q3 | $4.5M | Buy |
83,000
+14,876
| +22% | +$784K | 1.11% | 20 |
|
|
2020
Q2 | $3.27M | Buy |
68,124
+1,352
| +2% | +$59.6K | 0.94% | 25 |
|
|
2020
Q1 | $2.52M | Buy |
66,772
+388
| +0.6% | +$16.7K | 0.86% | 32 |
|
|
2019
Q4 | $2.92M | Buy |
66,384
+56
| +0.1% | +$2.34K | 1.47% | 17 |
|
|
2019
Q3 | $2.65M | Buy |
66,328
+4,560
| +7% | +$183K | 1.34% | 19 |
|
|
2019
Q2 | $2.43M | Buy |
61,768
+64
| +0.1% | +$2.48K | 2.36% | 13 |
|
|
2019
Q1 | $2.33M | Buy |
61,704
+68
| +0.1% | +$2.44K | 2% | 16 |
|
|
2018
Q4 | $2.02M | Buy |
+61,636
| New | +$2.17M | 2.02% | 17 |
|
Other funds holding IWF
