ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 46,299 Value ($000) $11,397 Avg Close Range
Q3 2025
Shares 42,771 Value ($000) $10,349 Avg Close Range
Q2 2025
Shares 35,610 Value ($000) $7,684 Avg Close Range
Q1 2025
Shares 49,744 Value ($000) $9,924 Avg Close Range
Q4 2024
Shares 47,074 Value ($000) $10,401 Avg Close Range
Q3 2024
Shares 14,706 Value ($000) $3,248 Avg Close Range
Q2 2024
Shares 12,888 Value ($000) $2,615 Avg Close Range
Q1 2024
Shares 13,732 Value ($000) $2,888 Avg Close Range
Q4 2023
Shares 21,987 Value ($000) $4,413 Avg Close Range
Q3 2023
Shares 42,456 Value ($000) $7,540 Avg Close Range
Q2 2023
Shares 44,387 Value ($000) $8,312 Avg Close Range
Q1 2023
Shares 61,295 Value ($000) $10,935 Avg Close Range
Q4 2022
Shares 110,353 Value ($000) $19,241 Avg Close Range
Q3 2022
Shares 104,441 Value ($000) $17,224 Avg Close Range
Q2 2022
Shares 99,851 Value ($000) $16,910 Avg Close Range
Q1 2022
Shares 109,354 Value ($000) $22,447 Avg Close Range
Q4 2021
Shares 54,063 Value ($000) $12,026 Avg Close Range
Q3 2021
Shares 44,006 Value ($000) $9,626 Avg Close Range
Q2 2021
Shares 37,540 Value ($000) $8,610 Avg Close Range
Q1 2021
Shares 25,601 Value ($000) $5,656 Avg Close Range
Q4 2020
Shares 8,586 Value ($000) $1,683 Avg Close Range
Q3 2020
Shares 7,847 Value ($000) $1,175 Avg Close Range
Q2 2020
Shares 7,448 Value ($000) $1,066 Avg Close Range
Q1 2020
Shares 7,567 Value ($000) $866 Avg Close Range
Q4 2019
Shares 7,745 Value ($000) $1,283 Avg Close Range
Q3 2019
Shares 8,229 Value ($000) $1,245 Avg Close Range
Q2 2019
Shares 8,229 Value ($000) $1,280 Avg Close Range
Q1 2019
Shares 8,228 Value ($000) $1,260 Avg Close Range
Q4 2018
Shares 8,228 Value ($000) $1,102 Avg Close Range