ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q1 2024
Shares 11,608 Value ($000) $573 Avg Close — Range —
Q4 2023
Shares 44,443 Value ($000) $1,961 Avg Close — Range —
Q3 2023
Shares 105,487 Value ($000) $5,038 Avg Close — Range —
Q2 2022
Shares 12,637 Value ($000) $481 Avg Close — Range —
Q1 2022
Shares 28,420 Value ($000) $1,162 Avg Close — Range —
Q4 2021
Shares 23,217 Value ($000) $698 Avg Close — Range —
Q3 2021
Shares 22,536 Value ($000) $636 Avg Close — Range —
Q2 2021
Shares 39,801 Value ($000) $1,157 Avg Close — Range —
Q1 2021
Shares 20,940 Value ($000) $549 Avg Close — Range —