ISHARES TR

Ticker: IXN CUSIP: 464287291 Class: GLOBAL TECH ETF

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

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

Q2 2025
Shares 23,555 Value ($000) $2,175 Avg Close — Range —
Q1 2025
Shares 23,555 Value ($000) $1,784 Avg Close — Range —
Q4 2024
Shares 23,555 Value ($000) $1,996 Avg Close — Range —
Q3 2024
Shares 26,542 Value ($000) $2,191 Avg Close — Range —
Q2 2024
Shares 26,436 Value ($000) $2,189 Avg Close — Range —
Q1 2024
Shares 23,558 Value ($000) $1,762 Avg Close — Range —
Q4 2023
Shares 28,589 Value ($000) $1,949 Avg Close — Range —
Q3 2023
Shares 28,842 Value ($000) $1,668 Avg Close — Range —
Q2 2023
Shares 30,574 Value ($000) $1,901 Avg Close — Range —
Q1 2023
Shares 30,574 Value ($000) $1,662 Avg Close — Range —
Q4 2022
Shares 30,574 Value ($000) $1,371 Avg Close — Range —
Q3 2022
Shares 31,366 Value ($000) $1,323 Avg Close — Range —
Q2 2022
Shares 37,268 Value ($000) $1,703 Avg Close — Range —
Q1 2022
Shares 48,602 Value ($000) $2,819 Avg Close — Range —
Q4 2021
Shares 57,978 Value ($000) $3,733 Avg Close — Range —
Q3 2021
Shares 63,401 Value ($000) $3,592 Avg Close — Range —
Q2 2021
Shares 8,334 Value ($000) $2,812 Avg Close — Range —
Q1 2021
Shares 8,852 Value ($000) $2,723 Avg Close — Range —
Q4 2020
Shares 8,316 Value ($000) $2,495 Avg Close — Range —
Q3 2020
Shares 7,403 Value ($000) $1,951 Avg Close — Range —
Q2 2020
Shares 7,369 Value ($000) $1,735 Avg Close — Range —
Q1 2020
Shares 1,659 Value ($000) $303 Avg Close — Range —