ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 27,252 Value ($000) $3,732 Avg Close — Range —
Q3 2025
Shares 27,493 Value ($000) $3,915 Avg Close — Range —
Q2 2025
Shares 27,493 Value ($000) $3,813 Avg Close — Range —
Q1 2025
Shares 27,858 Value ($000) $3,273 Avg Close — Range —
Q4 2024
Shares 27,982 Value ($000) $3,547 Avg Close — Range —
Q3 2024
Shares 27,400 Value ($000) $3,214 Avg Close — Range —
Q2 2024
Shares 6,865 Value ($000) $758 Avg Close — Range —
Q1 2024
Shares 6,972 Value ($000) $796 Avg Close — Range —
Q4 2023
Shares 6,865 Value ($000) $717 Avg Close — Range —
Q3 2023
Shares 6,865 Value ($000) $628 Avg Close — Range —
Q2 2023
Shares 7,765 Value ($000) $750 Avg Close — Range —
Q1 2023
Shares 15,165 Value ($000) $1,381 Avg Close — Range —
Q4 2022
Shares 16,223 Value ($000) $1,356 Avg Close — Range —
Q3 2022
Shares 17,973 Value ($000) $1,409 Avg Close — Range —
Q2 2022
Shares 20,873 Value ($000) $1,653 Avg Close — Range —
Q1 2022
Shares 24,237 Value ($000) $2,435 Avg Close — Range —
Q4 2021
Shares 32,576 Value ($000) $3,754 Avg Close — Range —
Q3 2021
Shares 2,820 Value ($000) $316 Avg Close — Range —
Q2 2021
Shares 2,987 Value ($000) $338 Avg Close — Range —
Q1 2021
Shares 2,653 Value ($000) $270 Avg Close — Range —
Q4 2020
Shares 2,653 Value ($000) $272 Avg Close — Range —
Q3 2020
Shares 1,326 Value ($000) $229 Avg Close — Range —
Q2 2020
Shares 1,325 Value ($000) $209 Avg Close — Range —
Q4 2019
Shares 1,323 Value ($000) $201 Avg Close — Range —