ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 1,910 Value ($000) $346 Avg Close — Range —
Q3 2025
Shares 1,901 Value ($000) $336 Avg Close — Range —
Q2 2025
Shares 1,901 Value ($000) $300 Avg Close — Range —
Q1 2025
Shares 1,945 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 1,945 Value ($000) $319 Avg Close — Range —
Q3 2024
Shares 1,586 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 2,002 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 1,635 Value ($000) $260 Avg Close — Range —
Q1 2023
Shares 1,679 Value ($000) $230 Avg Close — Range —
Q4 2022
Shares 1,678 Value ($000) $233 Avg Close — Range —