Robertson Stephens Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.7M	Buy	315,590 +124,174	+65%	+$12.4M	0.86%	19
2025 Q4	$18.4M	Buy	191,416 +24,176	+14%	+$2.32M	0.52%	38
2025 Q3	$16.1M	Buy	167,240 +38,439	+30%	+$3.64M	0.49%	38
2025 Q2	$11.8M	Buy	128,801 +6,689	+5%	+$578K	0.41%	53
2025 Q1	$10.4M	Sell	122,112 -20,217	-14%	-$1.8M	0.39%	56
2024 Q4	$12.6M	Buy	142,329 +31,608	+29%	+$2.87M	0.45%	46
2024 Q3	$9.76M	Buy	110,721 +6,212	+6%	+$523K	0.36%	62
2024 Q2	$8.47M	Sell	104,509 -77,489	-43%	-$6.31M	0.44%	46
2024 Q1	$15.3M	Buy	181,998 +3,643	+2%	+$289K	0.84%	26
2023 Q4	$13.9M	Sell	178,355 -14,018	-7%	-$996K	0.87%	21
2023 Q3	$13.4M	Buy	192,373 +65,384	+51%	+$4.77M	0.9%	21
2023 Q2	$9.27M	Sell	126,989 -13,390	-10%	-$931K	0.68%	31
2023 Q1	$9.82M	Sell	140,379 -44,201	-24%	-$3.12M	0.76%	28
2022 Q4	$12.4M	Sell	184,580 -23,982	-11%	-$1.62M	1.22%	14
2022 Q3	$13M	Buy	208,562 +57,549	+38%	+$3.96M	1.46%	14
2022 Q2	$9.76M	Buy	151,013 +103,149	+216%	+$7.34M	0.97%	25
2022 Q1	$3.73M	Buy	47,864 +17,853	+59%	+$1.37M	0.32%	69
2021 Q4	$2.49M	Buy	30,011 +2,312	+8%	+$190K	0.21%	97
2021 Q3	$2.17M	Sell	27,699 -820	-3%	-$65.7K	0.25%	67
2021 Q2	$2.26M	Buy	28,519 +705	+3%	+$54.7K	0.27%	63
2021 Q1	$2.06M	Buy	27,814 +961	+4%	+$69.5K	0.33%	58
2020 Q4	$1.84M	Buy	26,853 +5,107	+23%	+$325K	0.38%	52
2020 Q3	$1.25M	Buy	21,746 +3,958	+22%	+$225K	0.31%	60
2020 Q2	$953K	Buy	17,788 +123	+0.7%	+$6.17K	0.28%	73
2020 Q1	$763K	Buy	17,665 +1,541	+10%	+$84.8K	0.26%	80
2019 Q4	$961K	Sell	16,124 -156	-1%	-$8.96K	0.48%	41
2019 Q3	$911K	Buy	16,280 +2,588	+19%	+$145K	0.46%	50
2019 Q2	$765K	Buy	13,692 +2,356	+21%	+$129K	0.74%	32
2019 Q1	$612K	Hold	11,336	–	–	0.52%	35
2018 Q4	$527K	Buy	+11,336	New	+$572K	0.53%	33