RSWM
Robertson Stephens Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
1,149
-18
| -2% | -$6.32K | 0.01% | 404 |
|
|
2025
Q1 | $371K | Hold |
1,167
| – | – | 0.01% | 407 |
|
|
2024
Q4 | $390K | Buy |
1,167
+38
| +3% | +$12.7K | 0.01% | 409 |
|
|
2024
Q3 | $369K | Sell |
1,129
-140
| -11% | -$45.7K | 0.01% | 482 |
|
|
2024
Q2 | $392K | Buy |
1,269
+51
| +4% | +$15.7K | 0.02% | 360 |
|
|
2024
Q1 | $365K | Hold |
1,218
| – | – | 0.02% | 393 |
|
|
2023
Q4 | $333K | Hold |
1,218
| – | – | 0.02% | 365 |
|
|
2023
Q3 | $300K | Hold |
1,218
| – | – | 0.02% | 375 |
|
|
2023
Q2 | $310K | Sell |
1,218
-21
| -2% | -$5.34K | 0.02% | 346 |
|
|
2023
Q1 | $292K | Hold |
1,239
| – | – | 0.02% | 370 |
|
|
2022
Q4 | $273K | Sell |
1,239
-2,555
| -67% | -$564K | 0.03% | 347 |
|
|
2022
Q3 | $785K | Hold |
3,794
| – | – | 0.08% | 175 |
|
|
2022
Q2 | $824K | Sell |
3,794
-58
| -2% | -$12.6K | 0.08% | 180 |
|
|
2022
Q1 | $1.01M | Buy |
3,852
+2,448
| +174% | +$642K | 0.08% | 179 |
|
|
2021
Q4 | $389K | Hold |
1,404
| – | – | 0.03% | 288 |
|
|
2021
Q3 | $357K | Buy |
1,404
+60
| +4% | +$15.3K | 0.04% | 235 |
|
|
2021
Q2 | $343K | Hold |
1,344
| – | – | 0.04% | 246 |
|
|
2021
Q1 | $318K | Hold |
1,344
| – | – | 0.05% | 225 |
|
|
2020
Q4 | $300K | Hold |
1,344
| – | – | 0.06% | 191 |
|
|
2020
Q3 | $263K | Buy |
+1,344
| New | +$263K | 0.06% | 185 |
|