RSWM
Robertson Stephens Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Sell |
35,610
-14,134
| -28% | -$3.05M | 0.24% | 75 |
|
|
2025
Q1 | $9.92M | Buy |
49,744
+2,670
| +6% | +$533K | 0.34% | 57 |
|
|
2024
Q4 | $10.4M | Buy |
47,074
+32,368
| +220% | +$7.15M | 0.37% | 57 |
|
|
2024
Q3 | $3.25M | Buy |
14,706
+1,818
| +14% | +$402K | 0.12% | 147 |
|
|
2024
Q2 | $2.61M | Sell |
12,888
-844
| -6% | -$171K | 0.13% | 124 |
|
|
2024
Q1 | $2.89M | Sell |
13,732
-8,255
| -38% | -$1.74M | 0.15% | 113 |
|
|
2023
Q4 | $4.41M | Sell |
21,987
-20,469
| -48% | -$4.11M | 0.27% | 63 |
|
|
2023
Q3 | $7.54M | Sell |
42,456
-1,931
| -4% | -$343K | 0.51% | 40 |
|
|
2023
Q2 | $8.31M | Sell |
44,387
-16,908
| -28% | -$3.17M | 0.59% | 31 |
|
|
2023
Q1 | $10.9M | Sell |
61,295
-49,058
| -44% | -$8.75M | 0.84% | 25 |
|
|
2022
Q4 | $19.2M | Buy |
110,353
+5,912
| +6% | +$1.03M | 1.87% | 9 |
|
|
2022
Q3 | $17.2M | Buy |
104,441
+4,590
| +5% | +$757K | 1.8% | 9 |
|
|
2022
Q2 | $16.9M | Sell |
99,851
-9,503
| -9% | -$1.61M | 1.6% | 10 |
|
|
2022
Q1 | $22.4M | Buy |
109,354
+55,291
| +102% | +$11.3M | 1.89% | 10 |
|
|
2021
Q4 | $12M | Buy |
54,063
+10,057
| +23% | +$2.24M | 1.01% | 18 |
|
|
2021
Q3 | $9.63M | Buy |
44,006
+6,466
| +17% | +$1.41M | 1.09% | 22 |
|
|
2021
Q2 | $8.61M | Buy |
37,540
+11,939
| +47% | +$2.74M | 1.03% | 21 |
|
|
2021
Q1 | $5.66M | Buy |
25,601
+17,015
| +198% | +$3.76M | 0.9% | 26 |
|
|
2020
Q4 | $1.68M | Buy |
8,586
+739
| +9% | +$145K | 0.35% | 57 |
|
|
2020
Q3 | $1.18M | Buy |
7,847
+399
| +5% | +$59.7K | 0.29% | 65 |
|
|
2020
Q2 | $1.07M | Sell |
7,448
-119
| -2% | -$17K | 0.31% | 64 |
|
|
2020
Q1 | $866K | Sell |
7,567
-178
| -2% | -$20.4K | 0.3% | 73 |
|
|
2019
Q4 | $1.28M | Sell |
7,745
-484
| -6% | -$80.2K | 0.65% | 33 |
|
|
2019
Q3 | $1.25M | Hold |
8,229
| – | – | 0.63% | 39 |
|
|
2019
Q2 | $1.28M | Buy |
8,229
+1
| +0% | +$156 | 1.25% | 27 |
|
|
2019
Q1 | $1.26M | Hold |
8,228
| – | – | 1.08% | 27 |
|
|
2018
Q4 | $1.1M | Buy |
+8,228
| New | +$1.1M | 1.1% | 24 |
|