ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 5,564 Value ($000) $732 Avg Close — Range —
Q3 2025
Shares 5,485 Value ($000) $712 Avg Close — Range —
Q2 2025
Shares 5,485 Value ($000) $678 Avg Close — Range —
Q1 2025
Shares 5,484 Value ($000) $657 Avg Close — Range —
Q4 2024
Shares 5,484 Value ($000) $685 Avg Close — Range —
Q3 2024
Shares 5,483 Value ($000) $678 Avg Close — Range —
Q2 2024
Shares 2,002 Value ($000) $227 Avg Close — Range —
Q1 2024
Shares 2,029 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 5,483 Value ($000) $625 Avg Close — Range —
Q3 2023
Shares 6,052 Value ($000) $614 Avg Close — Range —
Q2 2023
Shares 6,325 Value ($000) $678 Avg Close — Range —
Q1 2023
Shares 32,402 Value ($000) $3,330 Avg Close — Range —
Q4 2022
Shares 32,106 Value ($000) $3,236 Avg Close — Range —
Q3 2022
Shares 33,353 Value ($000) $3,001 Avg Close — Range —
Q2 2022
Shares 50,079 Value ($000) $4,727 Avg Close — Range —
Q1 2022
Shares 14,948 Value ($000) $1,638 Avg Close — Range —
Q4 2021
Shares 15,336 Value ($000) $1,697 Avg Close — Range —
Q3 2021
Shares 9,913 Value ($000) $1,021 Avg Close — Range —
Q2 2021
Shares 6,471 Value ($000) $681 Avg Close — Range —
Q1 2021
Shares 7,021 Value ($000) $715 Avg Close — Range —
Q4 2020
Shares 4,977 Value ($000) $429 Avg Close — Range —