ISHARES INC

Ticker: EPP CUSIP: 464286665 Class: ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,802 Value ($000) $1,504 Avg Close Range
Q3 2025
Shares 26,403 Value ($000) $1,361 Avg Close Range
Q2 2025
Shares 26,403 Value ($000) $1,304 Avg Close Range
Q1 2025
Shares 25,834 Value ($000) $1,139 Avg Close Range
Q4 2024
Shares 26,865 Value ($000) $1,177 Avg Close Range
Q3 2024
Shares 26,852 Value ($000) $1,311 Avg Close Range
Q2 2024
Shares 26,852 Value ($000) $1,155 Avg Close Range
Q1 2024
Shares 56,764 Value ($000) $2,430 Avg Close Range
Q4 2023
Shares 56,416 Value ($000) $2,449 Avg Close Range
Q3 2023
Shares 53,017 Value ($000) $2,109 Avg Close Range
Q2 2023
Shares 52,496 Value ($000) $2,217 Avg Close Range
Q1 2023
Shares 33,053 Value ($000) $1,447 Avg Close Range
Q4 2022
Shares 30,240 Value ($000) $1,294 Avg Close Range
Q3 2022
Shares 27,124 Value ($000) $1,017 Avg Close Range
Q2 2022
Shares 28,017 Value ($000) $1,166 Avg Close Range
Q1 2022
Shares 32,864 Value ($000) $1,617 Avg Close Range
Q4 2021
Shares 34,462 Value ($000) $1,656 Avg Close Range
Q3 2021
Shares 35,679 Value ($000) $1,740 Avg Close Range
Q2 2021
Shares 35,375 Value ($000) $1,829 Avg Close Range
Q1 2021
Shares 38,668 Value ($000) $1,942 Avg Close Range
Q4 2020
Shares 38,387 Value ($000) $1,837 Avg Close Range
Q3 2020
Shares 27,474 Value ($000) $1,114 Avg Close Range
Q2 2020
Shares 57,842 Value ($000) $2,299 Avg Close Range
Q1 2020
Shares 67,711 Value ($000) $2,296 Avg Close Range
Q4 2019
Shares 31,778 Value ($000) $1,471 Avg Close Range
Q3 2019
Shares 28,422 Value ($000) $1,271 Avg Close Range
Q2 2019
Shares 13,428 Value ($000) $634 Avg Close Range
Q1 2019
Shares 11,955 Value ($000) $549 Avg Close Range
Q4 2018
Shares 11,955 Value ($000) $487 Avg Close Range