Robertson Stephens Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
|
|||||
|
2025
Q1 | $10.4M | Sell |
|
|||||
|
2024
Q4 | $12.6M | Buy |
|
|||||
|
2024
Q3 | $9.76M | Buy |
|
|||||
|
2024
Q2 | $8.47M | Sell |
|
|||||
|
2024
Q1 | $15.3M | Buy |
|
|||||
|
2023
Q4 | $13.9M | Sell |
|
|||||
|
2023
Q3 | $13.4M | Buy |
|
|||||
|
2023
Q2 | $9.27M | Sell |
|
|||||
|
2023
Q1 | $9.82M | Sell |
|
|||||
|
2022
Q4 | $12.4M | Sell |
|
|||||
|
2022
Q3 | $13M | Buy |
|
|||||
|
2022
Q2 | $9.76M | Buy |
|
|||||
|
2022
Q1 | $3.73M | Buy |
|
|||||
|
2021
Q4 | $2.49M | Buy |
|
|||||
|
2021
Q3 | $2.17M | Sell |
|
|||||
|
2021
Q2 | $2.26M | Buy |
|
|||||
|
2021
Q1 | $2.06M | Buy |
|
|||||
|
2020
Q4 | $1.84M | Buy |
|
|||||
|
2020
Q3 | $1.25M | Buy |
|
|||||
|
2020
Q2 | $953K | Buy |
|
|||||
|
2020
Q1 | $763K | Buy |
|
|||||
|
2019
Q4 | $961K | Sell |
|
|||||
|
2019
Q3 | $911K | Buy |
|
|||||
|
2019
Q2 | $765K | Buy |
|
|||||
|
2019
Q1 | $612K | Hold |
|
|||||
|
2018
Q4 | $527K | Buy |
|