ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 65,885 Value ($000) $8,121 Avg Close — Range —
Q3 2025
Shares 67,372 Value ($000) $8,133 Avg Close — Range —
Q2 2025
Shares 92,864 Value ($000) $10,224 Avg Close — Range —
Q1 2025
Shares 142,818 Value ($000) $13,258 Avg Close — Range —
Q4 2024
Shares 180,521 Value ($000) $18,328 Avg Close — Range —
Q3 2024
Shares 179,129 Value ($000) $17,152 Avg Close — Range —
Q2 2024
Shares 170,679 Value ($000) $15,795 Avg Close — Range —
Q1 2024
Shares 159,977 Value ($000) $13,508 Avg Close — Range —
Q4 2023
Shares 152,507 Value ($000) $11,453 Avg Close — Range —
Q3 2023
Shares 166,532 Value ($000) $11,431 Avg Close — Range —
Q2 2023
Shares 163,809 Value ($000) $11,545 Avg Close — Range —
Q1 2023
Shares 129,742 Value ($000) $8,289 Avg Close — Range —
Q4 2022
Shares 144,451 Value ($000) $8,450 Avg Close — Range —
Q3 2022
Shares 135,134 Value ($000) $7,817 Avg Close — Range —
Q2 2022
Shares 80,656 Value ($000) $4,867 Avg Close — Range —
Q1 2022
Shares 82,940 Value ($000) $6,335 Avg Close — Range —
Q4 2021
Shares 75,453 Value ($000) $6,313 Avg Close — Range —
Q3 2021
Shares 72,058 Value ($000) $5,325 Avg Close — Range —
Q2 2021
Shares 54,517 Value ($000) $3,965 Avg Close — Range —
Q1 2021
Shares 53,961 Value ($000) $3,513 Avg Close — Range —
Q4 2020
Shares 39,377 Value ($000) $2,513 Avg Close — Range —
Q3 2020
Shares 8,792 Value ($000) $2,031 Avg Close — Range —
Q2 2020
Shares 8,391 Value ($000) $1,741 Avg Close — Range —
Q1 2020
Shares 7,307 Value ($000) $1,206 Avg Close — Range —
Q4 2019
Shares 6,764 Value ($000) $1,309 Avg Close — Range —
Q3 2019
Shares 7,083 Value ($000) $1,275 Avg Close — Range —
Q2 2019
Shares 4,265 Value ($000) $764 Avg Close — Range —
Q1 2019
Shares 2,582 Value ($000) $445 Avg Close — Range —
Q4 2018
Shares 2,582 Value ($000) $389 Avg Close — Range —