ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 4,826 Value ($000) $468 Avg Close — Range —
Q3 2025
Shares 5,408 Value ($000) $519 Avg Close — Range —
Q2 2025
Shares 5,408 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 5,408 Value ($000) $450 Avg Close — Range —
Q4 2024
Shares 5,427 Value ($000) $493 Avg Close — Range —
Q3 2024
Shares 5,817 Value ($000) $535 Avg Close — Range —
Q2 2024
Shares 4,743 Value ($000) $418 Avg Close — Range —
Q1 2024
Shares 4,586 Value ($000) $418 Avg Close — Range —
Q4 2023
Shares 4,586 Value ($000) $363 Avg Close — Range —
Q3 2023
Shares 5,582 Value ($000) $405 Avg Close — Range —
Q2 2023
Shares 5,917 Value ($000) $444 Avg Close — Range —
Q1 2023
Shares 5,949 Value ($000) $425 Avg Close — Range —
Q4 2022
Shares 6,353 Value ($000) $434 Avg Close — Range —
Q3 2022
Shares 8,287 Value ($000) $522 Avg Close — Range —
Q2 2022
Shares 9,362 Value ($000) $596 Avg Close — Range —
Q1 2022
Shares 15,246 Value ($000) $1,178 Avg Close — Range —
Q4 2021
Shares 12,839 Value ($000) $1,094 Avg Close — Range —