ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 11,505 Value ($000) $1,624 Avg Close — Range —
Q3 2025
Shares 11,533 Value ($000) $1,639 Avg Close — Range —
Q2 2025
Shares 13,021 Value ($000) $1,729 Avg Close — Range —
Q1 2025
Shares 12,984 Value ($000) $1,744 Avg Close — Range —
Q4 2024
Shares 11,960 Value ($000) $1,570 Avg Close — Range —
Q3 2024
Shares 11,190 Value ($000) $1,511 Avg Close — Range —
Q2 2024
Shares 7,147 Value ($000) $865 Avg Close — Range —
Q1 2024
Shares 25,659 Value ($000) $3,161 Avg Close — Range —
Q4 2023
Shares 24,587 Value ($000) $2,882 Avg Close — Range —
Q3 2023
Shares 25,047 Value ($000) $2,733 Avg Close — Range —
Q2 2023
Shares 5,947 Value ($000) $674 Avg Close — Range —
Q1 2023
Shares 5,750 Value ($000) $674 Avg Close — Range —
Q4 2022
Shares 5,959 Value ($000) $719 Avg Close — Range —
Q3 2022
Shares 7,409 Value ($000) $794 Avg Close — Range —
Q2 2022
Shares 3,745 Value ($000) $440 Avg Close — Range —
Q1 2022
Shares 3,675 Value ($000) $471 Avg Close — Range —
Q4 2021
Shares 2,394 Value ($000) $293 Avg Close — Range —
Q1 2020
Shares 2,975 Value ($000) $219 Avg Close — Range —