ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 4,535 Value ($000) $640 Avg Close — Range —
Q3 2025
Shares 4,506 Value ($000) $629 Avg Close — Range —
Q2 2025
Shares 4,500 Value ($000) $595 Avg Close — Range —
Q1 2025
Shares 4,493 Value ($000) $566 Avg Close — Range —
Q4 2024
Shares 4,487 Value ($000) $580 Avg Close — Range —
Q3 2024
Shares 3,843 Value ($000) $508 Avg Close — Range —
Q2 2024
Shares 4,498 Value ($000) $543 Avg Close — Range —
Q1 2024
Shares 3,930 Value ($000) $493 Avg Close — Range —
Q4 2023
Shares 2,214 Value ($000) $258 Avg Close — Range —
Q3 2023
Shares 2,214 Value ($000) $232 Avg Close — Range —
Q2 2023
Shares 2,714 Value ($000) $298 Avg Close — Range —
Q1 2023
Shares 7,589 Value ($000) $806 Avg Close — Range —
Q4 2022
Shares 8,589 Value ($000) $905 Avg Close — Range —
Q3 2022
Shares 10,860 Value ($000) $1,043 Avg Close — Range —
Q2 2022
Shares 13,269 Value ($000) $1,347 Avg Close — Range —
Q1 2022
Shares 15,338 Value ($000) $1,835 Avg Close — Range —
Q4 2021
Shares 16,551 Value ($000) $2,025 Avg Close — Range —