RSWM
Robertson Stephens Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
6,273
+2,075
| +49% | +$593K | 0.06% | 201 |
|
|
2025
Q1 | $1.07M | Sell |
4,198
-62
| -1% | -$15.8K | 0.04% | 254 |
|
|
2024
Q4 | $1.23M | Buy |
4,260
+83
| +2% | +$23.9K | 0.04% | 238 |
|
|
2024
Q3 | $1.19M | Buy |
+4,177
| New | +$1.19M | 0.04% | 257 |
|
|
2022
Q1 | – | Sell |
-1,628
| Closed | -$477K | – | 395 |
|
|
2021
Q4 | $477K | Sell |
1,628
-251
| -13% | -$73.5K | 0.04% | 259 |
|
|
2021
Q3 | $551K | Sell |
1,879
-8
| -0.4% | -$2.35K | 0.06% | 196 |
|
|
2021
Q2 | $588K | Sell |
1,887
-357
| -16% | -$111K | 0.07% | 196 |
|
|
2021
Q1 | $674K | Buy |
2,244
+2
| +0.1% | +$601 | 0.11% | 151 |
|
|
2020
Q4 | $642K | Buy |
2,242
+2
| +0.1% | +$573 | 0.13% | 121 |
|
|
2020
Q3 | $496K | Buy |
2,240
+3
| +0.1% | +$664 | 0.12% | 135 |
|
|
2020
Q2 | $462K | Buy |
2,237
+3
| +0.1% | +$620 | 0.13% | 113 |
|
|
2020
Q1 | $353K | Buy |
2,234
+5
| +0.2% | +$790 | 0.12% | 123 |
|
|
2019
Q4 | $477K | Buy |
2,229
+4
| +0.2% | +$856 | 0.24% | 66 |
|
|
2019
Q3 | $429K | Buy |
2,225
+4
| +0.2% | +$771 | 0.22% | 82 |
|
|
2019
Q2 | $446K | Buy |
2,221
+3
| +0.1% | +$602 | 0.43% | 43 |
|
|
2019
Q1 | $436K | Buy |
2,218
+3
| +0.1% | +$590 | 0.37% | 44 |
|
|
2018
Q4 | $372K | Buy |
+2,215
| New | +$372K | 0.37% | 41 |
|