ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 85,154 Value ($000) $31,800 Avg Close Range
Q3 2025
Shares 85,484 Value ($000) $31,243 Avg Close Range
Q2 2025
Shares 87,297 Value ($000) $29,644 Avg Close Range
Q1 2025
Shares 88,101 Value ($000) $27,024 Avg Close Range
Q4 2024
Shares 88,068 Value ($000) $28,372 Avg Close Range
Q3 2024
Shares 90,637 Value ($000) $28,495 Avg Close Range
Q2 2024
Shares 89,862 Value ($000) $26,738 Avg Close Range
Q1 2024
Shares 101,060 Value ($000) $29,108 Avg Close Range
Q4 2023
Shares 97,587 Value ($000) $25,593 Avg Close Range
Q3 2023
Shares 36,150 Value ($000) $8,529 Avg Close Range
Q2 2023
Shares 24,535 Value ($000) $5,980 Avg Close Range
Q1 2023
Shares 24,313 Value ($000) $5,476 Avg Close Range
Q4 2022
Shares 23,316 Value ($000) $4,909 Avg Close Range
Q3 2022
Shares 35,739 Value ($000) $7,052 Avg Close Range
Q2 2022
Shares 17,391 Value ($000) $3,613 Avg Close Range
Q1 2022
Shares 18,625 Value ($000) $4,657 Avg Close Range
Q4 2021
Shares 2,473 Value ($000) $654 Avg Close Range
Q3 2021
Shares 2,797 Value ($000) $676 Avg Close Range
Q2 2021
Shares 3,057 Value ($000) $740 Avg Close Range
Q1 2021
Shares 3,353 Value ($000) $750 Avg Close Range
Q4 2020
Shares 3,967 Value ($000) $840 Avg Close Range
Q3 2020
Shares 4,653 Value ($000) $870 Avg Close Range
Q2 2020
Shares 4,524 Value ($000) $776 Avg Close Range
Q1 2020
Shares 20,906 Value ($000) $2,959 Avg Close Range
Q4 2019
Shares 1,536 Value ($000) $274 Avg Close Range
Q3 2019
Shares 1,536 Value ($000) $253 Avg Close Range