ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 2,735 Value ($000) $546 Avg Close — Range —
Q3 2025
Shares 1,972 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 14,358 Value ($000) $2,488 Avg Close — Range —
Q1 2025
Shares 14,425 Value ($000) $2,026 Avg Close — Range —
Q4 2024
Shares 13,982 Value ($000) $2,230 Avg Close — Range —
Q3 2024
Shares 19,659 Value ($000) $2,981 Avg Close — Range —
Q2 2024
Shares 13,927 Value ($000) $2,096 Avg Close — Range —
Q1 2024
Shares 13,829 Value ($000) $1,868 Avg Close — Range —
Q4 2023
Shares 12,449 Value ($000) $1,528 Avg Close — Range —
Q3 2023
Shares 9,881 Value ($000) $1,038 Avg Close — Range —
Q2 2023
Shares 15,850 Value ($000) $1,726 Avg Close — Range —
Q1 2023
Shares 13,530 Value ($000) $1,256 Avg Close — Range —
Q4 2022
Shares 14,178 Value ($000) $1,056 Avg Close — Range —
Q2 2022
Shares 3,157 Value ($000) $252 Avg Close — Range —
Q1 2022
Shares 10,694 Value ($000) $1,101 Avg Close — Range —
Q4 2021
Shares 10,889 Value ($000) $1,250 Avg Close — Range —
Q3 2021
Shares 7,593 Value ($000) $768 Avg Close — Range —
Q2 2021
Shares 5,947 Value ($000) $591 Avg Close — Range —
Q1 2021
Shares 7,127 Value ($000) $625 Avg Close — Range —
Q3 2020
Shares 904 Value ($000) $272 Avg Close — Range —
Q2 2020
Shares 1,031 Value ($000) $278 Avg Close — Range —
Q1 2020
Shares 1,452 Value ($000) $297 Avg Close — Range —