Robertson Stephens Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $806K | Sell |
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|
2022
Q4 | $905K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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