ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

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

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

Q4 2025
Shares 128,450 Value ($000) $19,099 Avg Close — Range —
Q3 2025
Shares 140,508 Value ($000) $20,465 Avg Close — Range —
Q2 2025
Shares 145,685 Value ($000) $19,673 Avg Close — Range —
Q1 2025
Shares 146,383 Value ($000) $17,860 Avg Close — Range —
Q4 2024
Shares 158,044 Value ($000) $20,328 Avg Close — Range —
Q3 2024
Shares 161,394 Value ($000) $20,274 Avg Close — Range —
Q2 2024
Shares 161,552 Value ($000) $19,189 Avg Close — Range —
Q1 2024
Shares 23,721 Value ($000) $2,735 Avg Close — Range —
Q4 2023
Shares 34,149 Value ($000) $3,594 Avg Close — Range —
Q3 2023
Shares 34,578 Value ($000) $3,272 Avg Close — Range —
Q2 2023
Shares 7,193 Value ($000) $704 Avg Close — Range —
Q1 2023
Shares 7,693 Value ($000) $697 Avg Close — Range —
Q4 2022
Shares 7,693 Value ($000) $652 Avg Close — Range —
Q3 2022
Shares 7,825 Value ($000) $622 Avg Close — Range —
Q2 2022
Shares 9,620 Value ($000) $805 Avg Close — Range —
Q1 2022
Shares 8,757 Value ($000) $883 Avg Close — Range —
Q4 2021
Shares 9,731 Value ($000) $1,041 Avg Close — Range —
Q3 2021
Shares 9,325 Value ($000) $917 Avg Close — Range —
Q2 2021
Shares 9,479 Value ($000) $936 Avg Close — Range —
Q1 2021
Shares 9,479 Value ($000) $868 Avg Close — Range —
Q4 2020
Shares 7,770 Value ($000) $669 Avg Close — Range —
Q3 2020
Shares 10,171 Value ($000) $767 Avg Close — Range —
Q2 2020
Shares 5,299 Value ($000) $367 Avg Close — Range —
Q1 2020
Shares 5,059 Value ($000) $289 Avg Close — Range —