ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 191,416 Value ($000) $18,428 Avg Close — Range —
Q3 2025
Shares 167,240 Value ($000) $16,147 Avg Close — Range —
Q2 2025
Shares 128,801 Value ($000) $11,846 Avg Close — Range —
Q1 2025
Shares 122,112 Value ($000) $10,388 Avg Close — Range —
Q4 2024
Shares 142,329 Value ($000) $12,582 Avg Close — Range —
Q3 2024
Shares 110,721 Value ($000) $9,759 Avg Close — Range —
Q2 2024
Shares 104,509 Value ($000) $8,474 Avg Close — Range —
Q1 2024
Shares 181,998 Value ($000) $15,304 Avg Close — Range —
Q4 2023
Shares 178,355 Value ($000) $13,864 Avg Close — Range —
Q3 2023
Shares 192,373 Value ($000) $13,388 Avg Close — Range —
Q2 2023
Shares 126,989 Value ($000) $9,274 Avg Close — Range —
Q1 2023
Shares 140,379 Value ($000) $9,815 Avg Close — Range —
Q4 2022
Shares 184,580 Value ($000) $12,450 Avg Close — Range —
Q3 2022
Shares 208,562 Value ($000) $12,962 Avg Close — Range —
Q2 2022
Shares 151,013 Value ($000) $9,764 Avg Close — Range —
Q1 2022
Shares 47,864 Value ($000) $3,735 Avg Close — Range —
Q4 2021
Shares 30,011 Value ($000) $2,491 Avg Close — Range —
Q3 2021
Shares 27,699 Value ($000) $2,166 Avg Close — Range —
Q2 2021
Shares 28,519 Value ($000) $2,259 Avg Close — Range —
Q1 2021
Shares 27,814 Value ($000) $2,056 Avg Close — Range —
Q4 2020
Shares 26,853 Value ($000) $1,840 Avg Close — Range —
Q3 2020
Shares 21,746 Value ($000) $1,247 Avg Close — Range —
Q2 2020
Shares 17,788 Value ($000) $953 Avg Close — Range —
Q1 2020
Shares 17,665 Value ($000) $763 Avg Close — Range —
Q4 2019
Shares 16,124 Value ($000) $961 Avg Close — Range —
Q3 2019
Shares 16,280 Value ($000) $911 Avg Close — Range —
Q2 2019
Shares 13,692 Value ($000) $765 Avg Close — Range —
Q1 2019
Shares 11,336 Value ($000) $612 Avg Close — Range —
Q4 2018
Shares 11,336 Value ($000) $527 Avg Close — Range —