Robertson Stephens Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.96M | Sell |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $496K | Buy |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $477K | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $446K | Buy |
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|
2019
Q1 | $436K | Buy |
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|
2018
Q4 | $372K | Buy |
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