Robertson Stephens Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Sell |
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|
2025
Q2 | $403K | Sell |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $785K | Hold |
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|
2022
Q2 | $824K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $300K | Hold |
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|
2020
Q3 | $263K | Buy |
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