RSWM

Robertson Stephens Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,293	Closed	-$984K	–	396
2021 Q4	$984K	Sell	12,293 -2,711	-18%	-$217K	0.08%	185
2021 Q3	$1.18M	Buy	15,004 +650	+5%	+$51K	0.13%	100
2021 Q2	$1.11M	Buy	+14,354	New	+$1.11M	0.13%	112