Robertson Stephens Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.92M | Hold |
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|
2025
Q2 | $3.81M | Sell |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $3.55M | Buy |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $717K | Hold |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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