Robertson Stephens Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,273 shares of IWO stock, worth $2.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,273
Previous 4,198 49.43%
Holding current value
$2.01 Million
Previous $1.07 Million 67.26%
% of portfolio
0.06%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$224.16 - $285.86 $465,132 - $593,159
2,075 Added 49.43%
6,273 $1.79 Million
Q1 2025

Apr 17, 2025
SELL
$254.58 - $302.92 $15,783 - $18,781
-62 Reduced 1.46%
4,198 $1.07 Million
Q4 2024

Jan 27, 2025
BUY
$278.19 - $315.36 $23,089 - $26,174
83 Added 1.99%
4,260 $1.23 Million
Q3 2024

Nov 12, 2024
BUY
$256.4 - $289.78 $1.07 Million - $1.21 Million
4,177 New
4,177 $1.19 Million
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $381,114 - $482,995
-1,628 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$280.02 - $327.35 $70,285 - $82,164
-251 Reduced 13.36%
1,628 $477,000
Q3 2021

Nov 10, 2021
SELL
$284.4 - $314.06 $2,275 - $2,512
-8 Reduced 0.42%
1,879 $551,000
Q2 2021

Aug 17, 2021
SELL
$278.74 - $313.3 $99,510 - $111,848
-357 Reduced 15.91%
1,887 $588,000
Q1 2021

May 07, 2021
BUY
$282.5 - $336.63 $565 - $673
2 Added 0.09%
2,244 $674,000
Q4 2020

Feb 10, 2021
BUY
$223.17 - $294.86 $446 - $589
2 Added 0.09%
2,242 $642,000
Q3 2020

Nov 10, 2020
BUY
$203.91 - $230.98 $611 - $692
3 Added 0.13%
2,240 $496,000
Q2 2020

Aug 12, 2020
BUY
$145.61 - $213.67 $436 - $641
3 Added 0.13%
2,237 $462,000
Q1 2020

May 01, 2020
BUY
$135.58 - $225.25 $677 - $1,126
5 Added 0.22%
2,234 $353,000
Q4 2019

Feb 14, 2020
BUY
$186.63 - $216.19 $746 - $864
4 Added 0.18%
2,229 $477,000
Q3 2019

Nov 14, 2019
BUY
$189.94 - $205.08 $759 - $820
4 Added 0.18%
2,225 $429,000
Q2 2019

Jul 31, 2019
BUY
$187.22 - $206.14 $561 - $618
3 Added 0.14%
2,221 $446,000
Q1 2019

May 15, 2019
BUY
$164.26 - $202.05 $492 - $606
3 Added 0.14%
2,218 $436,000
Q4 2018

Feb 12, 2019
BUY
$156.33 - $211.73 $346,270 - $468,981
2,215 New
2,215 $372,000

Others Institutions Holding IWO

# of Institutions
1,142
Shares Held
33.7M
Call Options Held
64.4K
Put Options Held
26.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email