ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 6,064 Value ($000) $1,959 Avg Close — Range —
Q3 2025
Shares 6,130 Value ($000) $1,962 Avg Close — Range —
Q2 2025
Shares 6,273 Value ($000) $1,793 Avg Close — Range —
Q1 2025
Shares 4,198 Value ($000) $1,073 Avg Close — Range —
Q4 2024
Shares 4,260 Value ($000) $1,226 Avg Close — Range —
Q3 2024
Shares 4,177 Value ($000) $1,186 Avg Close — Range —
Q4 2021
Shares 1,628 Value ($000) $477 Avg Close — Range —
Q3 2021
Shares 1,879 Value ($000) $551 Avg Close — Range —
Q2 2021
Shares 1,887 Value ($000) $588 Avg Close — Range —
Q1 2021
Shares 2,244 Value ($000) $674 Avg Close — Range —
Q4 2020
Shares 2,242 Value ($000) $642 Avg Close — Range —
Q3 2020
Shares 2,240 Value ($000) $496 Avg Close — Range —
Q2 2020
Shares 2,237 Value ($000) $462 Avg Close — Range —
Q1 2020
Shares 2,234 Value ($000) $353 Avg Close — Range —
Q4 2019
Shares 2,229 Value ($000) $477 Avg Close — Range —
Q3 2019
Shares 2,225 Value ($000) $429 Avg Close — Range —
Q2 2019
Shares 2,221 Value ($000) $446 Avg Close — Range —
Q1 2019
Shares 2,218 Value ($000) $436 Avg Close — Range —
Q4 2018
Shares 2,215 Value ($000) $372 Avg Close — Range —