ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 61,602 Value ($000) $6,317 Avg Close — Range —
Q3 2025
Shares 11,790 Value ($000) $1,178 Avg Close — Range —
Q2 2025
Shares 7,515 Value ($000) $695 Avg Close — Range —
Q1 2025
Shares 60,176 Value ($000) $5,549 Avg Close — Range —
Q4 2024
Shares 46,538 Value ($000) $4,309 Avg Close — Range —
Q3 2024
Shares 82,653 Value ($000) $7,893 Avg Close — Range —
Q2 2024
Shares 68,059 Value ($000) $5,998 Avg Close — Range —
Q1 2024
Shares 84,325 Value ($000) $7,626 Avg Close — Range —
Q4 2023
Shares 56,757 Value ($000) $4,786 Avg Close — Range —
Q3 2023
Shares 65,612 Value ($000) $4,925 Avg Close — Range —
Q2 2023
Shares 44,870 Value ($000) $3,512 Avg Close — Range —
Q1 2023
Shares 63,754 Value ($000) $4,704 Avg Close — Range —
Q4 2022
Shares 84,746 Value ($000) $5,986 Avg Close — Range —